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Recap's Accountant Sharing Portal
How do I manage sharing my data?
How do I manage sharing my data?

Remove a share, cancel a share and security information.

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

Recap's Accountant Sharing portal allows you to securely share your data with an Accountant, Tax Advisor or Wealth Manager. Our approach prioritises your security and privacy ensuring that only you and anyone you explicitly authorise will have access to your data.

Is sharing secure? Can Recap see my data?

Yes, very secure and we can never see your data. We use a double-opt-in approach for sharing to ensure that you only ever share data with someone that you know and trust. This approach makes it very difficult to accidentally share your data with the wrong person or a malicious actor. Whilst double-opt-in requires one more step than you might normally see for this type of feature, we believe the added security benefits make this worthwhile.

How do I check the status of sharing invites?

You can see the status of all the agents you have invited in Settings under Accountant Sharing. Different status' are listed below with a short description.

  • Active means the share is live and the accountant has access to your data

  • Awaiting their response - your accountant hasn't accepted your invite yet

  • Awaiting authorisation - you need to authorise the share

How to find the invite code to re-share a link?

  1. Head to Settings then Accountant Sharing

  2. Click View Invitation

  3. Click the clipboard to copy the code and share again.

How do I stop sharing with an agent?

Access can be revoked by you at any time. In Settings under Accountant Sharing find the agent you wish to stop sharing your data with and click the 'Delete' button. As soon as you click this button, access to your account is instantly removed from their portal.
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Do invite links / emails / codes expire?

Yes. Invite codes are valid for 7 days, after this, you will need to create a new invite link/code.


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