Can I send an invoice to my accountant without giving them access to my account?

Can I send an invoice to my accountant without giving them access to my account?

Yes. You can download the tax invoice from your client account and send it separately to your accountant without sharing your account password. Before sending it, check that the document covers the service and period you need, and that the billing details are correct.

Use a communication channel agreed with your accountant and share only the documents they need. Do not include passwords, authentication codes or card details. If you have several invoices, you can organise them by issue date and document number to make them easier to track and avoid sending the same document twice.

RELATED QUESTIONS

Here are a few more questions whose answers may interest you. We answer important, practical questions for our customers.

SUBSCRIBE TO OUR NEWSLETTER

Join our newsletter. We only use it to share important information.

Newsletter subscription illustration