Grant and revoke accountant access
Grant controlled accountant access, export CA packs, review actions, and revoke access safely.
How to use this
Invite accountant
Start from Accountant Connect and invite the accountant by email.
Grant access
Choose company, scope, period, and permissions before granting.
Share export pack
Use CA Export Pack after validating statements and warnings.
Review actions
Check accountant notes, requests, or adjustments.
Revoke access
Remove access when work is complete or accountant changes.
Guided walkthrough
Accountant access walkthrough
Open app to use guided helpDetailed guide
Use controlled access
Grant only the company, period, and permissions needed.
Validate before sharing
Run Financial Statement validation before sending CA Pack. Export with review notes if warnings remain.
Review accountant actions
Do not accept adjustments or final changes blindly. Check notes and impact.
Revoke promptly
Remove access when the relationship ends.
Before you finish, check this
- Correct company/period selected.
- Accountant email is correct.
- Scope and expiry are clear.
- Export validation status is visible.
- Revoke works and syncs.
Common mistakes to avoid
- Granting wrong company access.
- Ignoring expiry/revoke controls.
- Using CA export without fixing mappings.
- Leaving access active indefinitely.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /more/ca
Tags and coverage
Group: Business Reports. This article is public help and does not access account data.