Partner programme

3 questions

How do I link my accountant to my account?Expert

From Settings, My accountants section, you have two options. Either you invite your accountant by email, they receive a link and get read-only access to your documents after accepting. Or, if they are a partner accountant, you enter their code in the dedicated field and the link is immediate. You can remove this access at any time.

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My accountant gave me a code, what is it for?Expert

This code identifies your partner accountant. If you use it when you sign up (via the link they sent you), you get an extended Expert trial, Peppol and bank connection included, and your accountant is linked to your account automatically. If you are already a client, simply enter the code in Settings, My accountants, to link your accountant.

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I am an accountant, how do I become a partner?

Go to the For accountants page, linked in the site footer, and fill in the Become a partner form. After approval, you get free access to an accountant workspace, a code to share with your clients, and a dashboard that gathers all your files.

Watch the video · 2:45

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