Help · Settings

How to give your CA firm access to your books

New in v0.20: give your CA firm access to your books, review what it can see, and revoke it at any time.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

  1. Settings → Your accountant.
  2. Give access to your CA firm.
  3. Review the access regularly.
  4. Revoke it whenever you need to; the firm loses access straight away.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support