Accountant and team access for small business finances

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 someone into the business they need to work on without handing over your personal login or every other workspace.

Roles that match real people

• Owner — full control of the business.
• Admin — manage the business and its members.
• Editor — help maintain the business records.
• Viewer — read-only access to dashboards and reports.

What “granular” actually means

Per-business roles make it possible to collaborate without sharing a password. Choose the level of access that fits the job:

• Owner for full control
• Admin for business management
• Editor for maintaining records
• Viewer for read-only visibility

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 without sharing a password

Give collaborators access to the records they need, then remove it when the work is complete. Your account stays separate from the business record you are sharing.

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.