Inviting your accountant to SparkReceipt can streamline your accounting processes and ensure that all your financial documents are accurately managed and easily accessible. Follow these step-by-step instructions to add your accountant to your SparkReceipt account.
1. Access Your SparkReceipt Account. Log in to your SparkReceipt account using your credentials.
2. Navigate to Account Settings. Once logged in, go to the bottom left corner of the navigation and click on “Account Settings”.
3. Invite an Accountant. In the “Account and Users” view, locate and click on the “+ Invite an accountant” link (you can find it at the bottom of the page).
4. Enter Accountant’s Email. A new window will pop up. Enter your accountant’s email address in the provided field.
5. Send the Invitation. Click “Send Invitation.” Your accountant will receive an email with an invitation to join your SparkReceipt account.
Benefits of inviting your accountant
Comprehensive Access
Accountant users can view, edit, review, and download all your documents without counting towards your seat limit. This means you can share everything with your accountant seamlessly.
Efficient Document Management
Your accountant can download all receipts, documents, and expenses, with matched receipts, in an easy format. All expenses are automatically categorized by AI, saving time and reducing the likelihood of errors.
Tax Management
SparkReceipt’s software counts and separates taxes from the documents, supporting all languages and 150 currencies. This feature simplifies tax management and ensures compliance with local and international tax regulations.
By inviting your accountant to SparkReceipt, you can enhance collaboration, ensure accurate financial tracking, and simplify your overall accounting process.
