Adding an Agent

[Acoustic45]

How do I give an agent/accountant access to quickfile?

[QFSteve]

Hello @Acoustic45

There are 2 ways, you can either

• Set them up as a user using their email address or with one you create for them.
  As you can only link an email address to one QuickFile account the latter may be better as your accountant may have other clients who use QuickFile.

Or

• Your accountant can use Affinity.
  Affinity is our dedicated platform for Accountants and Bookkeepers. This is a single dashboard where you can group together all your client profiles, track key filing dates and setup your own branding and logo on their accounts.

We have a more general guide on Affinity here:

https://support.quickfile.co.uk/t/quickfile-affinity-overview/8828

We also have an Affinity pricing calculator here:

https://www.quickfile.co.uk/home/affinitypricing

Billing for all accounts is calculated daily and collected monthly (via Direct Debit). You only pay to the exact day each account is connected and there are no other monthly fees or long term commitments. Furthermore all new accounts are preloaded with a free £10 credit.

I’ve included a few other Affinity related resources here that cover some of the extended features.

White Labelling:
https://support.quickfile.co.uk/t/white-labelling/8830

Affinity Workspace (for collaborating with clients):
https://support.quickfile.co.uk/t/affinity-workspace/8825

Restricting access to Affinity users (i.e. letting them see only certain companies)
https://support.quickfile.co.uk/t/restricting-access-in-affinity/9307

Billing explained:
https://support.quickfile.co.uk/t/billing-explained/8826

If there’s anything I have missed or you have any other queries, please do not hesitate to get in touch.