Accountant's Log In

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  • Updated 5 years ago
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Our accountant says I should be able to send him an invite to login into our Reckon Hosted, is this correct?  I can't seem to be able to find how to do this.  I need help!!
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Karen Coughlan

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Posted 5 years ago

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Kay Laws Accredited, Accredited Partner

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Hi Karen,

Is your Accountant a Reckon Professional Partner? If so yes you can share your Hosted Data file with them.
You will need their Professional Partner ID to do so, you will need to log on through the Control Panel.

File Management > Share your Company File > Select your data File > Add to the Selected Files to be Shared > Next > enter your Accountants Professional Partner ID > Next > Create Share.

Hope this helps

Kind Regards