Settings, users and security
Find company, user, role, and account security guides.
Find your accountant connection and invitation
Review the company accountant connection and open the invitation entry point.
Prepare an invitation for a company user
Open Invite users and choose the intended email addresses and roles.
Review API credentials
Find existing API keys and understand the access needed to manage them.
Review the company profile
Find company identity and settings before making a profile change.
Review directors and shareholders
Find related-party records and inspect their roles, ownership and status.
Prepare a company role and permissions
Open Create Role and review the permission choices before saving.
Review company users and roles
Find active users, pending invitations, accountant access and role definitions.
Find requests from your accountant
Review open and completed requests for the connected company.
Review your password and sign-in security
Find Change password, two-factor authentication and registered passkeys in User Profile.
Review records to send to your accountant
Inspect export scheduling and the Send now options before generating or sending records.
Find documents shared with your accountant
Browse the company shared folders and locate files by name or description.
Review your user profile
Find personal account details and preferences in User Profile.