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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. Sign in with a passkeyOpen Settings › Security, press Add a passkey, name it and confirm with Touch ID, Face ID, Windows Hello, a security key or 1Password. Then sign in with no code to type.
  7. 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.
  8. 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.
  9. 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.
  10. 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.
  11. Give your accounting firm accessOpen Settings › Company security › Accountant firm, search for your firm and press Grant access. Its owners and admins get free accountant seats.
  12. See every client in one list, for accountantsAccountants open All my clients from the account menu, or go to /firm: every client's close, questions, approvals and feeds in one list.
  13. Add or remove people at your firmOn Team, type an email, pick Staff or Admin and press Add. Admins get a seat in every client; staff get one in the clients they lead.
  14. Join the partner program and get paid for referralsYour firm's owner accepts the terms on Partner and gets a code and link. You earn 30% of each referred client's paid invoices for 12 months.
  15. Pay for a client's plan as their firmA firm can pay for a client's Pro plan at 30% off: $104.30 a month per client, on one subscription on your firm's card. New clients start that way; existing ones accept an offer.
  16. Manage your firm's card and invoicesFirm › Billing shows the subscription your firm pays for its clients: $104.30 a month per client, the next charge and each client. Manage billing opens Stripe to change the card, download invoices or cancel.
  17. When your accountant's firm pays for your planIf your accounting firm pays for your company's plan, your Billing page names the firm. You can take the plan back at any time, and your books are never deleted if the firm stops paying.
  18. 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