Working with your accountant

If your accountant uses LedgeIt Practice, they can invite you directly. You'll get an email with an invitation link.

Accepting an invite

1. Click the invitation link in the email (it's valid for 14 days).
2. Create your LedgeIt account with the same email address the invite was sent to.
3. Access is set up automatically — your accountant appears on your Settings → Sharing screen.

What your accountant can see

• All receipts, expenses and mileage you've marked as Business.
• Your VAT number and business details.
• Reports and exports for any period.

They cannot see personal transactions, your login credentials, or your payment card details.

Removing access

Go to Settings → Sharing and tap Revoke access next to their name. This takes effect immediately.

Handover at year end

Export a CSV for the full tax year from Reports → Export CSV and email it, or — if your accountant is on LedgeIt Practice — they'll pull it themselves.