WHAT THIS HELPS YOU DO
- Understand that access is business-specific
- Recognise the difference between roles and permissions
- Work from the same business records
SHORT TRAINING
Collaborating with an accountant
Training video coming soon
The finished video will include captions, a transcript and a non-autoplay fallback.STEP BY STEP
Follow the process
- 01
Agree the working relationship
The business owner and accountant should agree what support is needed and who is responsible for each task.
- 02
Use authorised access
An accountant must have appropriate membership and permissions for the relevant business records.
- 03
Review shared records
Authorised users can work with the business records available to their role, such as invoices and expenses.
- 04
Keep decisions clear
Use professional judgement outside the software for accounting and tax decisions. Tally Badger provides records, not regulated advice.
USEFUL TIPS
A few things worth checking
- Never share personal sign-in credentials.
- Confirm the business before reviewing its records.
- Permissions should match the work the person is authorised to perform.
COMMON QUESTIONS
Where people can get stuck
Does accountant access make Tally Badger an accounting service?
No. The feature supports collaboration around business records; it does not supply professional accounting advice.
Can every user change every record?
Access depends on business membership, role and permissions.