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