Find requests from your accountant
Review open and completed requests for the connected company.
Use Requests in My Accountant to find work shared with your company.
- Confirm the active company, then open My Accountant and Requests.
- Review Open requests for work that still needs attention.
- Switch to Completed requests when looking for previously completed work.
Requests are scoped to the connected company and your access to its projects, tasks, conversations and files. Opening these lists does not complete a task or send a reply. If a request is missing, check both request views and ask your accountant to confirm which company it was shared with.