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Inviting your accountant

How to give your accountant access to your documents in Vporiadku: create an invitation, send the link, they accept it and can see and export everything, change nothing.

Your accountant gets read and export access only: they see your documents and download them, but create or change nothing. The Profi plan includes one accountant seat at no extra cost, and so does the 30-day trial. With the Firma module you can invite more.

Step by step

  1. Open the Accountant screen

    Open Accountant in the menu. The business owner can send the invitation.

  2. Create the invitation

    On the card Invite your accountant, enter your accountant’s e-mail address and press Create invitation.

  3. Copy the link and send it

    Next to Invitation link, press Copy and send the link to your accountant by e-mail or message. The link is shown only now and is valid for 14 days.

  4. Your accountant accepts

    Your accountant opens the link, signs in or creates a free account, and presses Accept invitation. Access starts once they confirm their e-mail address.

  5. Check who has access

    On the Accountant screen, invitations are listed under Sent invitations. Withdraw an unused one with Withdraw invitation.

What your accountant sees and what not

  • They see every document, expense, the bank and the reports, and download them for export.
  • They cannot create or change documents, settings or payments.
  • An accountant with several clients in Vporiadku switches between them with one click and downloads the monthly export for several at once.

When your accountant asks for access

Your accountant can ask you for access themselves. You see the request on the Accountant screen under Access requests and confirm it with Approve or turn it down with Decline.

Frequently asked questions

Can I invite my accountant during the trial?
Yes. The trial is the Profi plan, which includes one accountant seat.
And colleagues?
Colleagues with a role other than accountant are invited in Settings → Team with the Firma module. The trial does not include the Firma module.
Does my accountant pay for access?
No. The accountant seat is part of your plan, and your accountant creates their account for free.
I lost the invitation link.
The link is shown only once. Withdraw the invitation under Sent invitations and create a new one.

Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.

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