How to add external accountants to your account in AccountingSuite™
Did you know that you can add an unlimited number of external accountants as users in your AccountingSuite™ account? You can - and they don't count against your allotted concurrent user count.
Here's how you do it:
- Go to your user list by clicking Quick Menu ➜ User List.
- Click Add My External Accountant. (figure 1, below)
- Enter the email address of the external accountant.
- If the person has already been verified by someone else, a pop-up window will appear asking your to validate the Accountant's information. (figure 2, below) Once done, Click Save and Close.
- For those that are not already verified, submissions will be manually verified to ensure the person is an accountant or a bookkeeper.
- You will receive a notification when verification is complete and the new Accountant will be added to your user list.
- Wash, rinse, repeat as needed.
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