Accountants
By Scott1 author12 articles
- How do I invite an accountant?How to share your Recap account with an accountant or tax professional
- Managing Your Team MembersHow to invite colleagues, assign roles, and manage team member access in your accountant workspace.
- Understanding Team RolesA guide to the three team roles in Recap — Owner, Admin, and Member — and what each can access.
- Accepting a Client Portfolio InvitationHow to view and respond to a client portfolio invitation in your Recap accountant workspace.
- Plans & LicencesAn overview of team plans, client licence types, and how to purchase them from the Plans & Licences screen.
- Assigning a Licence to a ClientHow to assign a client licence from the Clients page once licences have been purchased.
- Workspace SettingsHow to configure your workspace name and external name in Team Settings.
- BillingHow to manage your payment details and view invoices from the Billing screen.
- How do I manage sharing my data?Activate a share, adjust access levels, revoke access, and manage pending invitations.
- How does Recap's accountant sharing work?What is Recap Agent Sharing? How do I share my data with my Accountant? How can I invite someone to see my data in Recap?
- How Do I Invite a Client to Recap?A guide for accountants inviting crypto clients to Recap
- How to Get Started as an AccountantA step-by-step guide to creating a Recap accountant account, from sign-up to your first workspace.