2 min read
What's happening
Accountants routinely need your figures, but sharing your password is the wrong way to provide them: it can't be limited, can't be attributed, and forces a password change when the work ends. There are two clean alternatives.
What to do
Either add them as a Viewer user so they can see statements and activity but change nothing — see giving your accountant access — or simply download the statements they need and send those. Remove their access when the engagement ends.
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