Inviting your accountant
Did you know you can invite your accountant or tax advisor to your Quaderno account? That way, they’ll be able to download all the reports they need to do your tax filing and manage your bookkeeping.
Only admins can invite other users to your Quaderno account. To invite an accountant, follow these steps:
- Go to the Users page and click
Send an invitation.
- Enter their
Last name, and
Role. They’ll be able to access all your info, but they cannot change any data.
When done, give the person a heads-up that they should be receiving your invite very shortly.
If you would like to resend the invitation, click