Invite your accountant through a client link

You approve what a practice can see and do.

Updated 5 October 2026Web workspaceStarter help, check against the release

This feature is planned for a later release. These steps explain the intended flow.

Who can invite

A practice can invite a client by email, or a client can invite their accountant. Client links are planned practice functionality.

The client approves the exact access. A practice never owns the client’s receipts.

The client can change or revoke access. Viewing a client does not put an offline copy of that client’s data on the accountant’s phone.

Estimates only, as at 5 October 2026. Not tax, legal or financial advice. Rules change. Check with your accountant.