Skip to main content

How do I revoke / remove accountant access to my account?

Updated over 2 months ago

If you change accountants or advisers, you may want to remove their view-only access to your account.

To remove adviser access:

  • Navigate to your "Settings"

  • Go to the "Adviser" section

  • Next to the adviser's access that you want to remove, click on the "Revoke" button

View our short video for more guidance on how to do so

Did this answer your question?