Accountant access requests

Where to find it

Settings → Team

✅ Common tasks

Review a request

1. Open the client organisation as an owner or admin.

2. Look for the accountant access request banner.

3. Check the accountant name, if shown.

4. Click Accept or Reject.

The request appears on the client organisation view, not in a separate inbox.

Accept access

1. Click Accept on the banner.

2. Confirm it is for the correct organisation.

3. Wait for Cashfeed to process the request.

The organisation must have a VAT number on file.

Remove access

1. Open the accountant entry in Team settings.

2. Click Remove on the accountant row.

3. Review the confirmation dialog.

4. Click Delete to remove access.

Only owners and admins can see the Remove control.

🔗 See also

• Managed companies (accountant portal)

• Accountant portal operations

• Roles and permissions

• Accounting integrations

• Connection health and renewal