Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
What you'll need
- Your accountant's name and email address
Before you start
Accountants are free on every plan and never count as team members. You can have up to 3.
- Open Team. Under Accountants, choose Invite an accountant.
- Enter their Name and Email, then choose Send invitation.
What happens next
They're emailed an invitation and show as Invited until they accept. They choose their own password and set up two-factor sign-in; you never see their password. They use the web, not the phone app. To send the invitation again, choose the envelope next to them.
They see your income, payments, invoices, expenses, mileage and tax summary, and can correct an expense's category or VAT. They can't see your customers' contact details, rounds, team, pay, messages or settings.
What your accountant sees
- Money, with Overview, Invoices, Payments, Expenses, Mileage, Profit and loss and Tax summary. They read invoices but change nothing on them.
- On Expenses, the pencil next to an expense opens Correct this expense, for its Category and VAT (£). The change is saved at once, and you see it under Changes from your accountant.
- On Tax summary, under Accountant's review, they can Mark this quarter reviewed and Leave a note for the owner. You see their notes, and whether the quarter is reviewed.
- The Self Assessment summary.
- Mileage: the team's trips, to read only. Only approved trips count towards a mileage claim.
- Your clients, if they're the accountant for more than one business on harulu. Each business shows its figures for the tax year to date, VAT, the next quarterly update and anything overdue. Open switches to that business, and Export gets its Self Assessment summary CSV, VAT return CSV or Making Tax Digital figures CSV.
Pausing or removing an accountant
- Pause access, then Pause access again to confirm: they're signed out of your business and can't open it until you choose Resume access.
- The bin, then Remove: their access ends straight away. Their notes and changes stay in your history.
Either way, they keep their login for any other businesses they work for, and we email them to say what changed.
If something goes wrong
- “A business can have up to 3 accountants. Remove one to invite another.”: remove one first. Invite an accountant can't be pressed while you have 3.
- “Their access is paused. Resume it instead.”: choose Resume access on their row.
- “That person is already in your team or invited.”: check Team for them.
- We couldn't email them: the page says so. Tell them yourself.
Who can do this
Only the owner invites, pauses and removes accountants.
Still stuck? Send us a message.