Sharing with your Accountant

Invite your accountant for secure access to your financial data. This collaboration facilitates accounting monitoring and tax return preparation.

This feature is free for all users, regardless of your subscription. A shortcut also appears on your dashboard inviting you to grant access to your accountant.

Overview

This feature allows you to:

• Invite your accountant via email to access your data
• Manage invitations (cancel before acceptance)
• Revoke access at any time
• Control permissions with read-only access
• Facilitate collaboration for accounting management

How to invite your accountant

1. Access the access settings

1. Go to Company → Settings
2. Select the Access tab in the settings menu
3. You can also click the “Grant access” shortcut shown on your dashboard

2. Send an invitation

1. Click on “Invite an accountant”
2. Enter your accountant’s email address
3. Click “Send invitation”
4. An invitation email will be automatically sent

3. Track the invitation

After sending, the invitation will appear in “Pending” state with:

• The invited email address
• Status pending response
• A button to cancel the invitation if necessary

Invitation states

No accountant

• Shows the invitation button
• Ability to invite an accountant

Pending invitation

• Shows the invited accountant’s email
• Status “Awaiting response”
• Option to cancel the invitation

Active accountant

• Shows the accounting firm name
• Accountant’s email
• Option to revoke access

Access management

Cancel an invitation

If your accountant has not yet accepted the invitation:

1. In the Access section, click “Cancel invitation”
2. The invitation will be revoked and your accountant can no longer accept it
3. You can then send a new invitation if necessary

Revoke access

If your accountant has already accepted and is accessing your data:

1. Click “Revoke access”
2. The accountant will immediately lose access to your data
3. You will need to send a new invitation to restore access

What your accountant sees

Read-only access

Your accountant will have access to:

• All your invoices and their status
• Client list and contact information
• Payment history recorded against your invoices
• Financial reports and dashboards
• Company information and legal settings

If the corresponding modules are active on your account, they can also view:

• Bank reconciliation: connected accounts, imported transactions, and reconciliation rules
• Payroll: employee records and payslips
• Accounting tasks and deadlines tracked for your company

Restrictions

Your accountant cannot:

• Modify or delete your documents
• Create new invoices or quotes
• Add or modify clients
• Change company settings
• Access billing or subscription settings

Context switching

If your accountant works with multiple clients using E-invoice.ma:

• A company selector will appear at the top of the interface
• They can easily switch between their different clients
• Each context is isolated and secure

Acceptance process for the accountant

1. Receiving the invitation

Your accountant will receive an email containing:

• A secure acceptance link
• Information about your company
• Details about the proposed access

2. Acceptance

1. The accountant clicks on the link in the email
2. If they don’t have a Macompta account, they will need to create one
3. If they already have an account, they log in normally
4. They confirm acceptance of the invitation
5. Access is immediately activated

3. First login

During the first login after acceptance:

• The accountant will see your company in their selector
• They can navigate your data in read-only mode
• A visual indicator will show they are viewing your data

Security and privacy

Data protection

• Encrypted access: All communications are secure
• Strong authentication: Your accountant must have a verified account
• Access audit: Connections are tracked for your security
• Data isolation: Each company context is completely isolated

Full control

• Immediate revocation: You can cut access at any time
• Transparency: You always know who has access to your data
• Limited permissions: Strictly read-only access

Tips and best practices

Choosing the right time

• Invite your accountant at the beginning of your collaboration
• Coordinate for invitation acceptance
• Inform them about available features

Communication

• Notify your accountant about sending the invitation
• Verify their email address before sending
• Guide them through the acceptance process if necessary

Ongoing management

• Revoke access at the end of collaboration
• Renew invitations if they expire
• Regularly check who has access to your data

Troubleshooting

Invitation doesn’t arrive

1. Check the entered email address
2. Ask your accountant to check their spam folder
3. Cancel and resend the invitation if necessary

Acceptance problem

1. Check that the link hasn’t expired
2. Ensure your accountant has a Macompta account
3. Contact support if the problem persists

Changing accountant

1. Revoke access for the old accountant
2. Send a new invitation to the new one
3. Verify that the old one no longer has access

Availability

Sharing access with your accountant is included free with every account, including accounts without a paid subscription. No upgrade is needed to invite your accountant or manage their access.

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Need help? Contact our technical support.