Set up your team

Internal teammates, free viewers and assigned firm accountants have different access and capacity rules.

• Change user places →

Choose internal teammate or free viewer access. Internal invitations reserve a place without starting a charge.

• Invite someone →

A role supplies inherited access. Individual overrides add permissions and cannot remove inherited permissions.

• Understand roles and permissions →
• Create or change a custom role →

Approve the connection, then have the firm owner assign each accountant by name. Billing permission is a separate choice.

• Connect an accounting firm →

Set up two-step verification and keep recovery codes available for account recovery.

• Set up two-step verification →
• Save and use recovery codes →