Accountants Archives - Truly Financial

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Can my Accountant access Truly Financial?

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 […]

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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 […]

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