How do I invite an accountant?

How to share your Recap account with an accountant or tax professional

Sam Adams avatar
Written by Sam Adams
Updated over a week ago

Inviting an accountant is simple.

  1. Sign in to Recap and ensure that you have backed up your recovery phrase and verified your email.

  2. Head to "Settings" and select "Accountant Sharing" then click the "Add Accountant" button.

  3. Choose "Invite your accountant" and then select whether you would like them to have "Read" or "Edit" access to your account.

  4. Enter their email address and click "Create" if you would like us to send them an email invitation, or if you'd prefer to send them an invite code yourself, just click "Create" to skip to the next page where this will be ready for you.

  5. Once your accountant has received and accepted your invitation you will be notified by email and now need to authorise.

  6. Log back into Recap and head back to the Accountant Sharing page where you'll notice the status is updated. If you are happy to share, click the "Authorise" button. Your Accountant will receive a confirmation and is now able to view (and edit, if selected) your account.โ€‹

โš ๏ธ 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 portal both yours and your accountant's account are encrypted. You can read more about our approach to privacy here.

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