How-to guides
Invite an accountant
By the Mylo team ยท Last updated June 30, 2026
On the same Organisation screen, under Connected accountants:
- Enter your accountant's email and tap Invite accountant. It appears under pending invites (revocable).
- They receive a link and either set up a firm login (first time) or add your company to their existing login, then land in your approval queue.
- Remove their access anytime from the same Connected accountants list.
An accountant who serves several companies switches between them with the client switcher in the desktop sidebar.