{"id":20245,"date":"2025-12-26T12:15:47","date_gmt":"2025-12-26T11:15:47","guid":{"rendered":"https:\/\/www.accountable.eu\/help-center\/guideline-for-expert-accountants\/"},"modified":"2026-03-30T14:17:07","modified_gmt":"2026-03-30T12:17:07","slug":"guideline-for-expert-accountants","status":"publish","type":"help_center","link":"https:\/\/www.accountable.eu\/en-be\/help-center\/guideline-for-expert-accountants\/","title":{"rendered":"Guideline for expert accountants"},"content":{"rendered":"

The Expert platform<\/b> by Accountable is designed exclusively for accountants, providing a secure and efficient way to manage fiduciary organizations and client data. Accountants can access client documents, edit and customize client entries, and validate documents to lock them for clients. The platform also enables accountants to export key documents, submit VAT declarations, and manage their clients’ tax filings all in one place. This streamlined process simplifies preparing and submitting filings on behalf of clients, including VAT returns (XML file) and client listings.<\/p>\n

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1. Step-by-Step Guide \u2013 Assigning Seats in Accountable for Accountants <\/b><\/h1>\n

With Accountable for Accountants, you can easily assign seats (licenses) to your clients.
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\ud83c\udf9f\ufe0f Assign a seat:<\/h3>\n

1\ufe0f\u20e3 Go to Client List
2\ufe0f\u20e3 Search for the client you want to upgrade (must be on the Free plan and share access with you)
3\ufe0f\u20e3 Click on Upgrade
4\ufe0f\u20e3 A window will open \u2192 client selected
5\ufe0f\u20e3 Click on Assign
\u2705 Seat assigned!
\ud83d\udce7 Admin + client will receive a confirmation by email<\/h4>\n

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\ud83c\udf9f\ufe0f Assigning Multiple Seats:<\/b><\/h3>\n

Option 1 \u2013 Via Client List<\/b><\/p>\n

1\ufe0f\u20e3 Go to Client List
2\ufe0f\u20e3 Select the clients you want to upgrade (or use the Free filter)
3\ufe0f\u20e3 Click on Assign Seats
4\ufe0f\u20e3 Confirm with Assign (or purchase extra seats if needed)
5\ufe0f\u20e3 See assigned clients in Seat Management
\ud83d\udce7 Admin + clients will receive a confirmation via email<\/p>\n

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Option 2 \u2013 Via Settings<\/b>
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1\ufe0f\u20e3 Go to Settings > Seat Management
2\ufe0f\u20e3 Click on Assign Seats
3\ufe0f\u20e3 Search for the client (Free plan + access shared)
4\ufe0f\u20e3 Optionally, add extra clients
5\ufe0f\u20e3 Click on Assign
6\ufe0f\u20e3 See assigned clients in Seat Management
\ud83d\udce7 Admin + clients will receive a confirmation via email<\/p>\n

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2. How to get access to your client’s account \ud83d\udce5<\/b><\/h1>\n

Accountable\u2019s Expert platform allows you to access and manage your clients\u2019 accounts. You can either be granted access directly by your client or send them a request to connect. Here\u2019s how to get started:<\/p>\n

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2.1. Client sends you an invitation \u2709\ufe0f<\/b><\/h2>\n

To access your client\u2019s account, they first need to send you an invitation. This will be done via the email address you provide to them, which you’ll use every time you need to access their account.<\/p>\n

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Here\u2019s how your client can send the invitation:<\/b><\/p>\n

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Step 1: <\/b>Your client needs to go to Settings<\/b> \u2192 \u201cData access\u201d and click on \u201cGive access\u201d to someone<\/b>.<\/h3>\n

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Step 2: <\/b>They should enter your email address (the one you\u2019ll use to access their account).<\/h3>\n

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Step 3: <\/b>As an accountant, you\u2019ll receive an email with an invitation. Click the link in the email and enter your details to create your expert account.<\/h3>\n

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Step 4: <\/b>After creating your expert account, go to expert.accountable.eu<\/a><\/b> and log in using the same email address you registered with.<\/h3>\n

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Step 5: <\/b>You\u2019ll receive a magic link<\/b> via email. Once you click on it, you’ll have direct access to your client\u2019s account.<\/h3>\n

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2.3. How to register on Expert<\/h2>\n

If you’d like to register for Expert Accountable without being invited by a client, simply visit expert.accountable.eu<\/a><\/b> and click on Sign Up<\/b>.<\/h4>\n

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Next, fill in your details and click on Create Account<\/b> to complete the registration process.<\/h4>\n

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2.4. Invite clients yourself \u2795<\/b><\/h2>\n

In case you want to invite your client first, you can simply do this by clicking on “Add your clients to Accountable”<\/b>. Enter their email<\/b> and send the invitation.<\/h4>\n
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\u26a0\ufe0f Important: One-time setup only<\/b><\/p>\n

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These steps are only required the first time you set up access to your client\u2019s account. Once you\u2019ve completed the process and created your Expert account, you won\u2019t need to repeat the previous steps.<\/p>\n

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For security reasons, the Expert platform automatically logs you out every 24 hours.<\/p>\n

To access your client\u2019s account again, simply follow Step 4 and Step 5<\/b>, no need to go through the invitation process again.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

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2.5. How to invite colleagues to the client\u2019s account \ud83d\udc65<\/b><\/h2>\n

To allow your colleagues to access your clients’ accounts, follow these steps:<\/p>\n

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Step 1:<\/b> Go to Settings<\/b>. <\/h3>\n
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Step 2:<\/b> Go to Members<\/b> and invite your colleague.<\/h3>\n

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1.6. How to remove clients?<\/h2>\n

In case you want to delete a client or remove access to their account, simply click on the three dots<\/b> and select Remove access<\/b>.<\/p>\n

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3. How to manage your client’s expenses \ud83d\udcb8<\/b><\/h1>\n

As an expert accountant, you have the ability to manage and validate your client\u2019s expenses. Here\u2019s how to do it step by step:<\/p>\n

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3.1. Uploading expenses \ud83d\udce4<\/b><\/h2>\n

To upload expenses on your client\u2019s behalf:<\/p>\n