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How to Invite Your Accountant
How to Invite Your Accountant

Give access to your accountant through the Coconut Accountant Platform

Updated over a week ago

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

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.Simply head to Coconut Web and login to your account. Click the account icon (top right) and select 'Invite your accountant'.

Enter the email address, name and number (if known) of the accountant you wish to add, then hit send. Coconut will take care of the rest!

First time logging into Coconut Web?

Simply enter the same mobile number, PIN and verification code you would normally use in the app.

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