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Accountant Portal
Accountant Portal
Recap for accountants and agents. Sharing data and viewing your clients portfolio.
5 articles in this collection
Written by
Sam Adams
and
David Collins
How to get started as an Accountant
How Accountants can make use of Recap's Sharing Portal
Written by
Sam Adams
Updated over a week ago
How do I invite a client to Recap?
A guide for accountants inviting crypto clients to Recap
Written by
Sam Adams
Updated over a week ago
How does Recap's Agent 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?
Written by
David Collins
Updated over a week ago
How do I manage sharing my data?
Remove a share, cancel a share and security information.
Written by
Sam Adams
Updated over a week ago
How do I invite an Agent?
How to share your Recap account with an accountant or tax professional
Written by
Sam Adams
Updated over a week ago