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Review your practice email accounts

Find the mailboxes connected to your accountant account and check their status.

1 min read Updated Wed 9 Sep 2026 For accountants On every plan

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Email Accounts shows mailbox connections for your signed-in accountant account.

  1. Open Email Accounts in practice settings.
  2. Review the Mailbox, Owner and Status columns.
  3. If No items appears, there are no connections in the displayed list for this account.
Email Accounts table with Mailbox, Owner and Status columns and a No items state.
Email Accounts table with Mailbox, Owner and Status columns and a No items state.

Connect a mailbox starts a separate provider connection. Disconnect is a separate permission-controlled action with confirmation. Reading the list neither connects a provider nor revokes a mailbox. If you can view connections but cannot manage them, ask your practice administrator to check your mail-connection permissions.

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