How to invite your accountant to Xero
For your accounts to be prepared efficiently, your accountant must be invited into your Xero organisation with the correct permissions.
What you need to do:
Log into your Xero account
- Go to Settings → Users
- Click Invite a user
- Enter your accountant’s email address
- Assign the correct role (Adviser with everything ticked)
Without proper access:
- Work is delayed
- Deadlines can be missed
- If your accountant cannot see your data
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