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.