Already using an accountant? You can invite them onto your AccountantUK account so they can see your books in real time, message you in-app, and (once verified) submit on your behalf.
How to invite
Open My accountant in the top nav. Hit Invite your accountant and fill in:
- Their email address (required).
- Their full name and firm name (optional).
- A personal note (optional — gets included in the invite email).
Click Send invite. They get a magic-link email with a link that lands them on a sign-in / sign-up page.
What happens after they accept
- They're linked to your account with read-only access by default — they can see your expenses, invoices, VAT returns and HMRC submissions, but they can't change anything.
- You'll see a notification when they accept.
- They'll go through a quick verification (AML number, professional body, membership). Once we approve that (usually within a working day), their access upgrades to full agent — they can act on your behalf, including submitting VAT/ITSA to HMRC under their agent credentials.
Why you might want to
- They see your books live, so you stop emailing spreadsheets back and forth.
- They can submit quarterly MTD returns for you — you just review and sign off.
- They get a 15% rev-share from us on your subscription, so for them, recommending you to us is income — it doesn't cost you anything extra.
Revoking access
If you ever want to remove their access, My accountant → Revoke. Effective immediately; they lose access on their next page load.