Access for the tax adviser

Your tax adviser sees your invoices in the app and creates the DATEV export themselves. You no longer download and pass anything on.

Invite your tax adviser

Open Invoices and then Export for the tax adviser. Under Access for your tax adviser enter your tax adviser's e-mail address and click Invite tax adviser. The app asks for your password first, because someone else gets access to your data. You get an e-mail once the invitation is on its way and once the tax adviser accepts it.

How many tax advisers you can invite depends on your plan; the page shows how many accesses are used.

What the tax adviser sees and does

The tax adviser sees your invoices and payments, self-billed invoices (Gutschriften), received invoices, customers and reports and downloads the documents. They create the DATEV export. They change the account mapping only if you switch on Tax adviser may change the DATEV export's account mapping.

They cannot write, change, cancel or delete invoices, send anything, change settings, plans or payments, or close your workspace. Their access needs an authenticator app.

Under Downloads and exports of your tax adviser you see when the tax adviser created exports or downloaded invoices in bulk.

End the access

Click Remove next to the tax adviser. The access ends at once, even if the tax adviser is signed in. Closing your workspace also ends every access and open invitation at once. Withdraw an open invitation with Withdraw.

For tax advisers

Open the link from the invitation and sign in with the invited e-mail address, or sign up with it. Accept the invitation with Accept invitation and set up an authenticator app under User account. Under Clients you see all clients who invited you, with the number of new documents since your last DATEV export.