Do you work with an accounting firm that needs easy access to your business documents? With only a few clicks, Fingercheck makes it simple to provide accountant access to your business for no extra charge!
What do accountants get access to?
Upon granting access, your accountant can view the following in their unique Fingercheck Partner Portal:
Payroll
Reports
General ledgers
Tax forms
To add an accountant
Log in to your company with your administrator credentials
In the left-hand menu, go to Setup
Go to Security, then Security Users
4. Click "+Add"
5. Select to option for "Add Accountant" and click ‘Continue"
6. Search for an accountant by their name or their firm name
7. Select your accountant
8. Click "Grant access"
That’s it! Your accountant will receive an email notification with details on how to log in to their own Partner Portal, which will be linked with your company’s information.
What if I don't see my accountant listed?
If you don’t find your accountant while searching, that’s ok. You can easily refer them!
Click on “Register my accountant” and enter their name, firm, email, and phone number and that's it!
Click here for an interactive guide to add your accountant.