As an accounting firm using Accountable for Accountants, you can add and manage seats to give your team members access to client accounts. Each seat allows one team member to work on your clients' files.
đź“Ą Go to your firm dashboard
Log into your Accountable for Accountants account and navigate to the main dashboard.
⚙️ Access seat management
Click on "Team" or "Manage seats" in your dashboard menu.
âž• Add a new seat
Click "Add seat" and enter the email address of the team member you want to invite.
📤 Send the invitation
Click "Send invitation" to email the access details to your team member.
You can view all active seats in the Team section of your dashboard. From here, you can:
View seat status: See which seats are active, pending, or inactive
Resend invitations: Send invitation emails again if needed
Remove seats: Deactivate seats that are no longer needed
Change permissions: Adjust what each team member can access
Each seat is billed monthly based on your subscription plan. You can add or remove seats at any time, and billing will be prorated accordingly.
The number of seats available depends on your current plan. If you need more seats than your plan allows, you'll need to upgrade your subscription.
Need help? Chat with us or email support@accountable.eu — we're happy to help.
Author - Valesca Wilms
As content marketing lead at Accountable Belgium, Valesca writes about freelancing, self-employment, and taxes based on her own experience as a freelancer.
Who is Valesca ?Thank you for your feedback!
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