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Accountant Portal


3.3 (4)

Provides a dedicated experience for external accountants.

If you are an accountant with several clients, you can use the accountant portal as your dashboard for a better overview of your clients. From there, you can access each client’s tenant in Financials and to work on behalf of the client. When you first log in to the accountant portal, the dashboard shows a sample client to help you get started. Once you are comfortable, you can remove the sample client.
  • Refresh data from your clients so you are always seeing the latest KPI information
  • Customize which columns are visible so you see what is important to you as the accountant
  • Use the Manage Clients action to setup new clients in the Accountant Portal