Accountant access requests

Where to find it

Client organisation dashboard (pending-request banner) → Settings → Team (to remove access)

✅ Common tasks

Accept or reject an accountant's request

1. Sign in as an Owner or Administrator of the client organisation

2. Find the banner announcing the accountant's access request

3. Click Accept to grant access, or Reject to deny it

4. Wait for the banner to close, confirming your response

Only Owners or Administrators can respond; other roles won't see this option.

Request access to a client (accountant side)

1. Send an access request to the client organisation

2. Wait for their Owner or Administrator to accept or reject it

The request is matched using the client's VAT number, so it must have one on file to be accepted.

Remove accountant access

1. Go to Settings → Team in the client organisation

2. Find the accountant organisation and click Remove

3. Confirm by clicking Delete in the dialog

4. Check for the "Accountant removed successfully" message

If this accountant shares an Exact Online connection, removing them disables sync and disconnects it.

🔗 See also

• Managed companies (accountant portal)

• Accountant portal operations

• Roles and permissions

• Organisation profile

• Accounting integrations