Can I give business access to my business's accounting firm?

If your business is on Forwardly and you want to give its accountant access to the business, it's very easy to do so. 

How to invite an accounting firm to access a business

1. On the left-hand navigational menu, select Settings.
2. On the Settings list, choose My Accountant. 
3. Enter your accountant's email and click Invite. 
4. Your accountant will receive an invite to either create a Forwardly account or connect their existing account to your business. 

If you need to remove access at any time, you can repeat the steps above and instead choose to disconnect from your accountant. 

How to approve firm access if your accounting firm has requested it

1. On the left-hand navigational menu, select Settings.
2. On the Settings list, choose My Accountant. 
3. Accept the request.