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Account Access and Security
What should I do if I forgot my password for the client portal?
How do I securely access my bookkeeping files?
Can I give my accountant access to my bookkeeping?
How do I update my email address or other contact information?
How do I update my bank details?
Is my financial data secure with Sound Bookkeepers?
Who can access my files?
What should I do if I suspect unauthorized access to my information?
Can I request a report of who has accessed my data?
Adding view only access to accounts
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Account Access and Security
Category - Account Access and Security
Articles
What should I do if I forgot my password for the client portal?
How do I securely access my bookkeeping files?
Can I give my accountant access to my bookkeeping?
How do I update my email address or other contact information?
How do I update my bank details?
Is my financial data secure with Sound Bookkeepers?
Who can access my files?
What should I do if I suspect unauthorized access to my information?
Can I request a report of who has accessed my data?
Adding view only access to accounts
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