With Hurdlr Pro, you have the ability to invite your accountant or bookkeeper to access your account with their own login. With this login, they can view your account, make any changes as needed, and export reports of your data.
To invite your accountant:
Click the gear icon on the top right corner of the web app, or tap the 3 dots in the top left corner of the mobile app
Click Accountant Access or Invite Accountants
Enter their information
When you invite your accountant, they’ll receive an email with their own credentials to log into our Accountant Dashboard. From there, they can export your reports and access your account to view your data and make changes as needed. Once your accountant accepts your invitation and logs in for the first time, you’ll receive a notification.
To remove your accountant’s access at any time:
Click the Gear icon on the top right corner of the web app, or tap the 3 dots on the top left corner of the mobile app
Click Accountant Access
Select the accountant to remove
Click Remove Accountant