Inviting an advisor to view your account is simple.
Recap allows you to invite an accountant or tax advisor to securely access your account. You can grant them either View only or Edit access — you can adjust this at any time after the share is activated.
Sign in to Recap and click Settings in the sidebar to expand the settings menu followed by Sharing.
Next click the Invite Advisor button.
In the invitation dialog, enter your advisor's email address and give them a Name.
Click Send invitation to email the invitation.
Once your advisor has accepted the invitation, you will be notified by email. Log back into Recap and go to Settings then Sharing. Under Active advisor shares, you will see their name with a status of Awaiting activation. Click the blue Activate button to complete the share — your advisor will then be able to access your account.
⚠️ Only invite people that you trust.
Is it safe?
Yes. Recap uses end-to-end encryption to ensure you are the only person with access to your data. When using our sharing feature, both your account and your advisor's account are encrypted.
You can read more about our approach to privacy here.