Give your accountant access without sharing a login
Make permissions and ownership part of your software setup.
Use named access
Invite each person using the product’s supported access mechanism. A shared owner password makes it difficult to identify who changed a record and can expose billing or bank-connection controls unnecessarily.
Define responsibilities
Write down who categorizes transactions, reconciles statements, approves adjustments and closes the period. Access alone does not establish that someone is performing the work. Agree the cadence and the documents they need from you.
Review when roles change
Remove departed users promptly and verify that the business retains administrative control. Check connected applications as well as user accounts, since an old connector may still have access after a person leaves.
Put it into practice
- Invite named users
- Use the least access needed
- Assign monthly responsibilities
- Review users and connected apps regularly
Sources & scope
This guide provides original workflow checklists and illustrative evaluation methods. For current product-specific prices, use our source-linked comparison. It does not establish tax, legal or accounting treatment.
We have not performed hands-on product benchmarks. Read our research method or report a correction.