Your accountant can have access to your data through the Practice Platform dashboard - the only thing you have to do is enter your accountant's unique 4-character 1tap PIN code.
Entering this code, you are inviting your accountant to your 1tap app. You will see your accountant's firm's logo. Your account will appear on your accountant's dashboard.
- Open the app;
- Tap on the Settings button;
- Choose Share with accountant;
- Enter your accountant's unique code and tap on the Share with accountant button;
- If you don't have the code, tap the Ask accountant for 1tap code option.
- An email screen will open with an automatically generated message. So, you can directly send your accountant an email. Don't forget to type in his/her email. Tap Send and that is it!