Work with your accountant
Prepare your documents in good order and give your accountant targeted access, free for them. Contabli supports the collaboration; agree the bookkeeping itself with your accounting firm.
How it works
- 1Agree a process with your firm
- 2Invite an individual account with appropriate rights
- 3Complete receipts and payments
- 4Review the month's file together
Individual access instead of shared passwords
Invite your accountant using the dedicated invitation flow. Invited people use their own accounts and the permissions assigned to them. Check the company and access rights before sending an invitation. Your accounting firm can follow several clients from one workspace.
Questions linked to each transaction
Use questions to clarify missing details about a transaction. Complete receipts and clearly matched payments make the month-end close easier. Agree with your firm when documents need to be complete.
A monthly file for your firm
Contabli gives your firm the supporting documents, reports, including the monthly VAT summary, and a month-end close file. Agree the process with your firm before production use.
Common questions
Can I share my password with the firm?
Use invitations and separate accounts instead, so each access can be attributed and revoked individually.
Does my accountant have to pay?
No. The accounting-firm workspace is free, and the firm's staff do not count as users on your plan.