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November 11, 2026

How to give your accountant access

Taxmo Team
Taxmo editorial team

Give your accountant access

Working with an accountant? Give them access to your Taxmo records, so you no longer need to send documents back and forth.

1. Invite your accountant

Send an invitation to your accountant from Taxmo.

2. Your accountant accepts

Once they accept, they can see the same invoices, expenses and transactions as you.

3. Work from the same information

Questions about a booking can be answered with the receipt and transaction right there, instead of in long email threads.

4. Stay in control

You decide who has access to your records, and you can change this when your situation changes.

Using Taxmo Kantoor?

Accounting firms can manage clients in Taxmo Kantoor. See the Solutions menu for more.