Notifications and in-app alerts

Where to find it

Dashboard → banners and alerts

✅ Common tasks

Renew a connection

1. Open the renewal notice.

2. Review the re-authentication message.

3. Follow the sign-in or approval flow for the connection.

4. Close the dialog when you are done.

Re-authentication is required every 180 days.

Respond to access request

1. Review the accountant access banner.

2. Check the accountant name, if shown.

3. Click Accept or Reject.

4. Wait for the banner to clear.

If you are unsure who requested access, contact the accountant first.

Reconnect Slack or return

1. Review the Slack renewal banner.

2. Click Reconnect.

3. Wait for the reconnect flow to finish.

4. Use the back arrow in the accountant banner to return to managed companies.

If Reconnect is disabled, hover it to see the reason.

🔗 See also

• Connection health and renewal

• Accountant access requests

• Slack notifications

• Managed companies (accountant portal)

• Settings and user preferences