Accountant access to quickfile

How-to
#1

Hi there i want to be able to give my accountant access to my quickfile account? best way to do this please? Thank you

#2

Hi @oneillms

You can add them as a team member on your account - this may be the easiest way if you are the only client of theirs that use QuickFile. Otherwise they could look at opening an Affinity account and they can request to link to your account through there.

#3

Many thanks and with regards to access would i just click all the boxes?

#4

Hi @oneillms

That is up to you and how much access you want to give to the accountant

#5

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