In big red cloud, you can give your accountant access to your company. Please bear in mind you need to be the administrator of the account to allow accountants access. This can be done in 5 simple steps as outlined below:

Click on the Administration tab on the company selection screen.

Then click on the Accountant Invitations button located under the administration tab.

Then down in the bottom left hand corner will be a New invitation button to click on.

The following window pops up after you click on New invitation. Then you enter your accountants email he uses with his cloud account and click okay.

*If you receive the message “User’s tenant should be of an accountant’s type” , The accountant will need to contact us to be setup for Accountants Access.

After you have sent the invitation your accountant must accept the invitation first before you can assign your accountant access. The following steps below outline how your accountant accepts the invitation:

Click on the Administration tab on the company selection screen.

Then click on the Accountant Invitations button located under the administration tab.

Then on the left of the accountants Invitations there will be an option to click Manage Inbound Invitations.

The accountant will then get a list of invitations they received. In which they can highlight the invitation and then click Accept in the bottom left hand corner.

Once the accountant has accepted the invitation, the accountant must be assigned to the company. To assign a user/accountant to your company follow the steps as outlined below:

Click on the Administration tab on the company selection screen.

Then click on user, can be found below the 3 main tabs.

Then click on assign to companies.

Then double click the box beside your company you wish to assign access to your accountant. And then click assign.