Accountable
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Invite your team and keep your books secure

Invite your CPA and teammates with the right role, turn on two-factor sign-in, and see who changed what.

  1. Invite your CPA, accountant or a teammateOpen Settings › Members and roles, press Invite, type their email and pick a role. Your CPA's Accountant seat is free on every plan.
  2. What each role can doOwner does everything, Admin runs the books and the team without billing, Member works the books, Accountant is your outside CPA with a free seat, and Viewer reads.
  3. Change someone's role or remove themClick the person in Settings › Members and roles to change their Role or press Remove. They lose access at once; their past changes stay in the log.
  4. Transfer ownership of a companyThe owner clicks the new owner in Settings › Members and roles and presses Transfer ownership. The new owner takes over billing and security.
  5. Turn on two-factor sign-inOpen Settings › Security, press Turn on next to Two-factor, scan the code with your authenticator app, type the 6-digit code and save your backup codes.
  6. Require two-factor for your teamAn owner turns on Require two-factor for everyone in Company security. Teammates without it set it up the next time they sign in.
  7. Set a password and sign out other devicesSettings › Security has your Password, the Sessions where you're signed in with Sign out on each, and your Sign-in history.
  8. Set up single sign-on and SCIMOn Holding, an owner verifies the company's email domain, adds an OIDC or SAML provider, and can require SSO and provision people with SCIM.
  9. See who changed whatAccounting › Activity lists every change with who made it, when and from where, including Accountable AI and agents. Each one can be undone.
  10. Choose which emails you getIn Settings › Notifications, set each kind of email to Email now, Daily digest or Off. Sign-in codes, invitations and billing emails are always sent.

Still stuck? Ask Melinda.

Melinda is Accountable's AI support. She answers in minutes, in the app or by email at support@accountable.im, and hands anything she can't answer to a person, who replies within 1 business hour.

Email Melinda