Giving your accountant access

Updated 2 October 2026·3 min read

There are two ways to let your accountant in. If their firm runs its practice in Financial IQ, the firm connects to your company and its staff work with delegated access. If it does not, invite your accountant yourself, the same way you would invite anybody else. Either way they see the books as they stand, which beats a spreadsheet emailed at the year end and out of date by the time it lands.

If their firm uses Financial IQ

Once you accept the firm's engagement, it appears under Your accounting team in Settings › Users & access, with the members of the firm assigned to your company and the date each one's access began.

Inviting an accountant yourself

Use Invite a team member and choose the access level that fits how you work together.

View only

They can look at dashboards, records and reports and change nothing. The right level when they review your books and send you a list of adjustments.

Full access

All company finance features, settings and approvals, and inviting and managing users. Use it when they post adjustments themselves. Billing and company ownership stay with the Workspace owner.

Two-factor sign-in is required

Members of a connected accounting firm, like owners and anyone with Full access, must turn on two-factor sign-in before they can open your company's financial data. They sign in as themselves on their own email, so nobody shares a password.

Ending the engagement

For a connected firm, choose Revoke against it under Your accounting team, then Revoke firm access. Every listed member of the firm loses delegated access to your company, and the historical access records are kept. For an accountant you invited yourself, use Remove access.

Either way, everything they did stays on the record, because an audit trail with people deleted out of it is no audit trail at all.

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