Overview

You can create and manage multiple accountants in your account. You must be on PRO subscription in order to create multiple accountants. Click here to verify your subscription package.


Create an Accountant

In the following steps, we will create an accountant.


NOTE: You must have the administrative rights to create an accountant. To check the role of your signed-in account, click here.


  1. From the top right of the menu bar, click and select Accountants.



  2. Click New to create a new accountant.



  3. Fill in the First Name, Last Name and a valid E-mail address, and click Set Password to specify a password.


  4. Enter a strong password, and click Save.



  5. Click Save.


The accountant is now created.