Your company can provide your Accountant and anyone in the accounting firm with different levels of access to Truly Financial. As the business owner or Admin user, you can invite […]
Frequently Asked Questions
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Can my Accountant access Truly Financial?
Can my Bookkeeper view my Truly Financial bank transactions?
Absolutely! You can create a login for your bookkeeper and assign the Accountant Viewer role to them. This will enable them to login directly to your Truly Financial account and […]