Dashboard → organisation banner / Settings → Team
Open the banner asking you to accept or reject accountant access.
Check the accountant name, if shown, to confirm who is requesting access.
Choose Reject if you do not want to grant access.
Choose Accept if you want the accountant to assist your organisation.
Wait for the banner to close after your choice.
You can respond directly from the banner without leaving the page.
Make sure you are the organisation owner or an admin.
Confirm the organisation has a VAT number on file.
Open the accountant access request banner.
Select Accept to grant access.
Cashfeed creates accountant access and admin permission for the accountant organisation.
If your organisation has no VAT number, the request cannot be accepted.
Open the accountant access request banner.
Select Reject.
Leave the request rejected if you do not want outside accountant access.
If needed later, ask the accountant to send a new request.
Rejecting only declines that pending request.
Go to Settings → Team and find the accountant organisation.
Open the accountant entry.
Select Remove.
Confirm the deletion in the warning dialog.
If you use Exact Online through that accountant, Cashfeed may disable the managed connection first.
Only owners and admins see the Remove button.
Check that you are signed in as an organisation owner or admin.
Confirm the request banner is still visible and pending.
Make sure the organisation has a VAT number.
Contact Cashfeed support if the request still cannot be accepted.
Refresh the page and try Accept or Reject again.
Check whether the banner has already been closed or handled.
Ask the accountant to send a new request if the pending one disappeared.
Contact Cashfeed support if the same request keeps failing.
Confirm you are signed in as an owner or admin.
Open the accountant entry from Settings → Team.
Switch to the correct organisation if you manage more than one.
Contact Cashfeed support if the accountant still appears without a Remove action.
Check whether the accountant and client use the same Exact Online connection credential.
Remove the accountant only when you are ready for document sync to stop.
Reconnect or update your accounting setup after removal if needed.
Contact Cashfeed support if the connection was disabled unexpectedly.
