Accountant Access Sharing: Share Your Account with Others

Need to share your Sole account with your accountant or bookkeeper? Easy peasy! Here’s how:

1. Login to Sole: Sole’s web app.
2. Navigate to Account Sharing: Settings → Account Sharing.
3. Invite Access:
   • Enter the details (Name, Email).
   • Set the Access End Date and Permissions (View | Add | Edit | Delete).
   • Hit the ‘Invite Access’ button.

“Sharing is caring, but remember to set permissions wisely!”

4. Edit or Remove Access: Click the ‘Pencil’ icon to edit or the ‘Bin’ icon to remove access.

“Control is in your hands, always.”