Invite your accountant or a teammate, and what each role can see

Invites are free and there is no seat limit on any plan.

Send an invite

1. Open All pages in the left sidebar, then under Setup click Members.
2. Type their email under Invite someone.
3. Pick a role. The hint under the picker tells you exactly what that role can do.
4. Click Send invite.

Only the workspace owner or a bookkeeper can invite or manage members.

The four roles

• Client: connects the bank, views and edits their books. No admin.
• Bookkeeper: full admin and books access, but no bank control.
• Editor: edits the books. No admin, no bank.
• Viewer: read-only. Right for an accountant who only needs to look.

Why bank control is its own thing

Being an admin and controlling the bank are deliberately separate.

• Only the owner and the client can connect, reconnect, or disconnect a bank.
• A bookkeeper runs the whole set of books and cannot touch the bank connection.

That is the normal arrangement: the client owns the bank login, the bookkeeper owns the books.

Can my clients see each other's books?

No. Access is granted one workspace at a time.

• Someone invited to Client A's workspace sees Client A only.
• They cannot see any other workspace you own, and cannot see that the others exist.
• You see all of them, because you are the owner of each.

Same the other way round: invite your accountant to one business and they get that one business.

Changing or removing someone

• Change a role with the picker next to their name. It takes effect immediately.
• Remove someone with the bin icon. They lose access at once.
• A pending invite shows as pending and can be revoked the same way.
• The owner's role cannot be changed and the owner cannot be removed.

Personal workspaces

A personal workspace has its own Members page.

• A household member gets full access.
• A financial professional or CPA gets read-only access that expires after 365 days.
• Only the workspace owner can invite or revoke there.

Updated on: 04/08/2026