Choose Adviser as the user role and check the box next to Manage users.
Check the box next to Business and Accounting.Enter your accountant’s first name, last name, and email address.Click the Invite a user button in the upper right corner. Click your company name in the upper left corner, then in the drop-down menu, click Settings.If you use Xero, here’s how you can give us access to your data: Entering your accountant’s first and last name is optional. Enter your accountant’s email address.Go to the Accounting Firms section and click Invite Accountant.In the upper right corner, choose the gear icon next to your company’s name, then Manage Users.If you use QuickBooks online, here’s how you can give us access to your data: If you’re using an online accounting system like QuickBooks Online, Xero Accounting, or FreshBooks, you need to provide us with authorization to your books. (To get your business on our list of people we send an organizer and engagement letter to, email or telephone us.) We also need you to complete a business return organizer to collect the information that doesn’t appear in your accounting system. To have us prepare your business tax return (a 1120 or 1120S corporation tax return, a 1065 partnership or LLC tax return, and then the equivalent state returns), we need access to your accounting records once you’ve closed the books for the year.
