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October 22, 2019
Question

I am an accountant and I need to log into my clients file but cant see it listed under my log on.

  • October 22, 2019
  • 1 reply
  • 1 view
No text available

1 reply

Zac Product Champion
Level 1
October 23, 2019

Hi Brendan4,

 

Thank you for reaching out on this. 

 

So that we can better assist you on this, do you mind confirming if you have accepted the invitation to your client's file, please?

 

There's also a possibility that your client might have invited you as a Company Admin but not an Accountant hence your client file is not showing under your clients list. In this case, you can find the client's file by clicking on the gear icon and go to "Switch Company".

 

Please let us know if you require additional assistance on this. 

 

Thank you.