Accountant and team access for freelancer bookkeeping

At some point every freelancer needs to give someone else access to their books. An accountant for tax season. A partner who shares the business. A virtual assistant who categorizes receipts. The question isn’t whether to share, it’s how to share without handing over the keys to the kingdom.

Per-business invitations

Access is granted at the business level, not the account level. Invite your accountant into your consulting business for January–April — they don’t see your design business, your Etsy shop or your personal finances. Three months later, revoke cleanly.

Roles that match real people

• Owner — full control, billing access, can invite and remove others.
• Accountant — read all transactions, run reports, export for tax filing. Can categorize but cannot delete or change the business setup.
• Bookkeeper / Assistant — create and categorize transactions, scan receipts. Cannot run reports, cannot see aggregate totals.
• Viewer — read-only access to dashboards and reports. Good for a business partner who wants to keep an eye on things but isn’t doing the bookkeeping.

What “granular” actually means

Per-role permissions cover the obvious things — read, write, delete, invite. They also cover things that matter quietly:

• Whether they can see your tax estimate (sensitive)
• Whether they can export full transaction history
• Whether they can change the business’s tax profile
• Whether they can connect or disconnect bank feeds

Audit log included

Every action a team member takes is logged with a timestamp — who edited what, who exported what, who invited whom. Useful for sanity, useful for compliance, useful if you ever need to investigate something that doesn’t look right.

Handing off in February, taking back in May

Most accountants only need access during tax season. Invitations can be set to auto-expire on a date you choose, so you don’t forget to revoke them. Three months in, three months out — no lingering ghosts.

Costs and limits

Adding teammates doesn’t add cost on the Pro plan. Bring in as many accountants, partners and assistants as the business needs. For solo operators on the Free tier, single-user access is included forever — you only need team features when there’s actually a team.