Change access level for an accountancy firm

To change the access level for an accountancy firm:

  1. Navigate to People
  2. Click on Accountant
  3. Click on the 3-dot menu on the name of the accountancy firm
  4. Select Change access level


Good to know: You also have the option to disconnect the accountancy partner. Keep in mind that disconnecting the partner is irreversible. 


Removing a client - for accountants

Only the admin of the accountancy firm has the ability to remove clients.


To remove a client:

  1. Navigate to Partner Portal
  2. Click on Clients
  3. Click on the 3-dot menu next to the client you wish to disconnect
  4. Select View details
  5. Click Disconnect client


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