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Accountant Access

How to invite your accountant – and what they can do once connected.

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For Business Owners

How to invite your accountant

💼

For Accountants

How to access your client’s books

🏢 For Business Owners

How to invite your accountant

How to Invite Your Accountant

1Sign in to Mint Books at my.mintbooks.app
2Click Accountant Access in the sidebar
3Enter your accountant’s email address in the “Invite by email” box
4Click “Send Invite”
5Your accountant receives an email with a link to accept the invitation
6Once accepted, they appear under “Connected Accountants” with a green Full Access badge
7To revoke access at any time, click “Revoke” next to their name

Optional – Quick-View Link

If your accountant just needs a quick read-only look without creating an account, scroll down to the “Quick-View Link” section and click “Generate Link”. Copy the link and send it to them.

This gives view-only access to invoices, expenses, VAT data, journals, and trial balance – plus CSV export. No changes can be made through this link.

💼 For Accountants

How to access your client’s books

Accepting the Invite

1Check your email for an invitation from Mint Books with the subject: “[Business Name] has invited you as their accountant on Mint Books”
2Click the “Accept Invite” button in the email
3If you already have a Mint Books account, sign in. If not, create one (it only takes a minute)
4You will be taken straight to your client’s Dashboard

What You Can Do

Once connected, you have full access to manage your client’s books:

📝 Work

✓Create, edit, and send invoices and quotes
✓Manage clients (add, edit contact details)
✓Create purchase orders
✓Manage recurring invoices
✓Track projects and time entries

💳 Money

✓Record and manage expenses (including AI scanning)
✓Categorise and reconcile transactions
✓Record payments against invoices
✓Track mileage and subscriptions
✓View all income sources

📊 Tax & Reports

✓View Tax Summary (income tax, NI, corporation tax, dividends)
✓Prepare and submit VAT returns to HMRC via MTD
✓Self Assessment preparation
✓All reports: P&L, Cash Flow, Balance Sheet, Statutory Accounts, Aged Debtors, Supplier Spending
✓Manage assets, depreciation, partners, employees, and director loan accounts

📚 Bookkeeping

✓Post and edit journal entries
✓Manage the chart of accounts
✓Enter opening balances
✓Bank reconciliation and trial balance
✓Set period locks

Data Export: Download invoices and quotes as PDF. Export data as CSV from any list page.

What You Cannot Do

These are reserved for the business owner:

✗Change business settings (name, address, logo, bank details, invoice templates) – you can view settings (read-only) but all forms are disabled
✗Manage team members or invite other users
✗Change the subscription or billing
✗Delete the account
✗Change the app mode (Simple/Advanced)

Switching Between Clients

If you are accountant for multiple Mint Books clients, each invitation creates a separate connection. You will need to sign in under the relevant account for each client. Each invite is linked to the email address it was sent to.

Using the Quick-View Link (Accountants)

Received a link starting with my.mintbooks.app/shared/…?

That is the read-only Quick-View link. No sign-in needed. You can view invoices, expenses, VAT data, journals, and trial balance, and export as CSV. You cannot make any changes through this link.

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