How-to guides

Invite an accountant

By the Mylo team ยท Last updated June 30, 2026

On the same Organisation screen, under Connected accountants:

  1. Enter your accountant's email and tap Invite accountant. It appears under pending invites (revocable).
  2. 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.
  3. 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.

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