Your accountant sees
what they need.
Add your accountant to your company's team. They see invoices, expenses and reports and run the Saga export themselves. When you stop working together, remove them from the team.
No shared passwords. No documents sent over WhatsApp.
Until now you had two options: send documents over email or WhatsApp (disorganized), or give your accountant your account password (risky). Now you add them as a team member: they have their own account, open your company and find what they need. Extra users are included in Business Pro and Full manager.
- Add your accountant as a team member with their email. They create an account and join the same company as you
- They see issued invoices, expenses and reports right in the app, with nothing sent by email
- They run the Saga export themselves: issued invoices and receipts on every plan, expenses on Business Pro and Full manager
- Remove them from the team when you stop working together, and their access stops
Never your password
Your accountant has their own account with their own email. You never share your password and never need to change it when you stop working together.
Saga export, done by them
Your accountant exports issued invoices and receipts on every plan, and expenses on Business Pro and Full manager, then imports them into Saga. No manual re-entry.
You control access
When you stop working together, remove them from the team in your company settings and their access stops.
Saga export for sales, receipts and expenses. Issued invoices and receipts export on every plan, expenses on Business Pro and Full manager. See the Saga export
Questions about accountant access
Work with your accountant in the same app
Your accountant on the team, the Saga export done by them, access removed when you say so. No shared passwords, no lost documents.