Before you beginIf you're using Sage Accounting, log in as an Administrator or Standard user. If you're using Sage Payroll or Accounting Individual, log in as the Administrator. Find out more about User Roles.
Invite an accountant using their Accountant ID NOTE: If your accountant hasn't provided their Accountant ID, there are steps to help them find it and share it with you. Read more on how to Find your Accountant ID to give to your clients.
From your business name in the top right-hand corner of your product, select Manage Business Account.
 From the Invite accountant tab, select Invite an accountant. 
- Enter the Accountant ID, and then select Check.
- Select Next, add permissions.
- Select the product you want to invite your accountant to in the Product field.
- Select Full Access in the Role field.
 Select Next, confirm invite then Yes, send invitation.
After you send the invitation to your accountant, wait for them to accept it. Once accepted, your Sage Subscription will connect to your accountants.
Invite an accountant using an email address- From your business name in the top right-hand corner of your product, select Manage Business Account.
From the Invite accountant tab, select Invite them using email address. 
- Enter the email address that your accountant provided and select Send invitation.
NOTE: Use the email address your accountant uses to log into their Accountant version of Sage.
After you send the invitation to your accountant, wait for them to accept it. Once accepted, your Sage Subscription will connect to your accountants.
Check invitation status and manage accessIf you want to check on the status of an invitation you sent to an accountant, refer to the Invite History section. On this page, you can remove an accountant connection or check the status of an outstanding invitation. [BCB:276:UKI - hide back button:ECB] |