If you have an accountant, you can share access with them to the Coconut Accountant Portal.

They'll get access to view your transactions, receipts and notes, as well as view and amend the categories on your income and expenses to make sure that your books stay accurate and up-to-date.

Sharing access is easy, just head to the "More" tab and tap on "Share with Accountant".

Enter your accountant's name and email and they'll be able to access your records if they're already signed up to Coconut, or they'll receive an invite to sign up to the Accountant Portal.

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