Solution Properties
Solution ID:
240701132221340
Last Modified Date:
Mon Jan 13 12:00:15 UTC 2025
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Find your Accountant ID to give to your clients
Description
Cause
Resolution
  1. From Operations drop down, select Invitations.
  2. Select Find out how to request invitations.
  3. Send your client the invitation link, or your Accountant ID.

 NOTE: Your Accountant ID also shows on the right hand side of the invitation screen.  


Find out how to ownership of your clients subscription here>

 

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