How to Add a Tax Advisor
Connect your tax advisor or accountant so they can access your financial reports and order data directly — no need to export and email files.
Where to find it: Settings → Connect Tax Advisor
Step 1: Select Your Merchant
Section titled “Step 1: Select Your Merchant”If you have more than one location, select the merchant from the store switcher at the top. Tax advisors are connected per merchant, so each business can have its own advisor.
Step 2: Enter Your Tax Advisor’s Email
Section titled “Step 2: Enter Your Tax Advisor’s Email”- Go to Settings → Connect Tax Advisor
- In the Invite Tax Advisor section, enter your tax advisor’s email address
- If a matching firm appears (e.g. their practice is already in the system), you can select it to link them correctly
- Click Send Invite
Step 3: Your Tax Advisor Accepts
Section titled “Step 3: Your Tax Advisor Accepts”Your tax advisor receives an email with a link to set their password and create their account. Once they complete setup, they get secure, read-only access to:
- Financial reports — Monthly statements, VAT breakdowns, settlement documents
- Order data — Order lists and details for your accounting
What Your Tax Advisor Sees
Section titled “What Your Tax Advisor Sees”Connected tax advisors use a dedicated portal where they can:
- View financial reports for your merchant
- Download order lists and settlement documents
- Access the data they need for tax preparation and year-end closing
They have read-only access — they cannot change your menu, orders, or settings.
Managing Connected Advisors
Section titled “Managing Connected Advisors”- Add another — Use “Invite another” to connect additional tax advisors
- Revoke access — Click “Revoke access” next to an advisor to remove their access
- View reports — Use “View Financial Reports” to see what your advisor can access
If You Don’t Connect an Advisor Yet
Section titled “If You Don’t Connect an Advisor Yet”You can still share reports manually. Go to Reports → Financial, select a period, and download the Order list PDF and Settlement overview. Send these to your tax advisor by email.
Tax advisors are connected per merchant — if you have multiple businesses, invite the advisor separately for each. When you type an email, the system may suggest a matching firm — select it if your advisor’s practice appears. Your advisor gets their own login — they don’t need your dashboard password. Invite your tax advisor at the start of the tax year — they can pull reports whenever needed. Use the matching firm option when it appears — it helps identify your advisor’s practice correctly. Keep your financial reports up to date — your advisor relies on this data for tax preparation.