To change the access level for an accountancy firm:
- Navigate to People
- Click on Accountant
- Click on the 3-dot menu on the name of the accountancy firm
- 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:
- Navigate to Partner Portal
- Click on Clients
- Click on the 3-dot menu next to the client you wish to disconnect
- Select View details
- Click Disconnect client
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article