Accountant access
Share the right Business without sharing everything.
Invite an accountant or bookkeeper to selected Business workspaces with read-only or reviewer access that can be revoked.
Keep the next step clear.
A useful record connects what happened with the details you will need later.
What this helps you do
Invite an accountant or bookkeeper to selected Business workspaces with read-only or reviewer access that can be revoked.
Accountant accessShare the right Business without sharing everything.
01Choose the Business scopes the accountant needs.
02Select read-only or reviewer permissions.
03Review access and revoke it when it is no longer required.
Good to know.
Can an accountant see all my businesses?
Only the Business workspaces included in an active relationship are available to that accountant.
Where do I start?
Create your account, add your business and follow the setup steps inside SilaTrail.
A clearer trail starts here
Start with your next receipt.
Eligible new accounts begin with 14 days of Solo access. No credit card is required and no automatic charge occurs.