The Solo accountant portal enables accountants and bookkeepers to easily manage multiple Solo accounts from one place. In this guide we'll cover the basics of how to add a client to your accountant portal, access your clients financial data and how to remove a client from the portal.
The accountant portal is available for free.
How to connect a clients Solo account
To access your clients financial data, your client must first invite you to access their Solo account.
Your client should follow these steps in their Solo account:
Go to Settings > Accountant access in the main menu.
Enter their accountants email address. This should be the same email address that you used to create your accountant portal.
Enable 'accountant can edit my data' access to their account. By default read only access is provided to the clients data. The permission options are:
Read: You will have access to your clients reports, tax returns and data export only. You will not be able to modify the data in your clients Solo account.
Edit: You will have access to the clients Solo account and can modify their data. You will not have access to your clients account details or bank feed. Only your clients can change their account email, password, delete their account or invite others to access their data.
Click the Invite button. When the invite button is clicked, you will then receive an invite from the client in your accountant portal.
In your accountant portal, click Accept invitation.
The client will then be added to your list of connected clients.
Tip: For a clients name and phone number to appear in your client list, your client must go to their Settings > Account page and enter the information.
Accessing your clients financial data
Once a clients Solo account has been connected with your accountant portal, you can easily access and edit their financial data.
To access your clients Solo account, click on the 'Go to Solo' link for the client.
The clients Solo account will then open in a seperate browser tab and you will be able to read or edit your clients financial data, depending on the permissions that the client has provided for you:
Edit: You will have full access to the clients Solo account and can modify their data.
You will not have access to the following Solo pages:
Bank Feeds
Settings > Account
Settings > Subscription
Settings > Accountant access
Read: You will have access to your clients reports, tax returns and data export only. You will not be able to modify the data in your clients Solo account.
You will not have access to the following Solo pages:
Income
Expenses
Assets
Invoices
Clients
Bank Feeds
IRD Feed
Settings > Tax Settings
Settings > Invoice Settings
Settings > Account
Settings > Subscription
Settings > Accountant access
Settings > Inport data
Removing a client from your accountant portal
To remove a client from your accountant portal:
Click the three dots (...) for the client in your client list.
Select Delete Client.
Click Delete to confirm.
The client will then be removed from your client table and unlinked from your account. The client can be reconnected to your accountant portal at any time.
For information on how to use Solo, explore our getting started guide and video: