Xero Advisor Access
With Xero advisor access we are able to provide better support and more effectively manage your accounts. It also provides us with additional functionality that can add significant value to your business. In relation to privacy, our bookkeeping agreement with you contains a confidentiality agreement which ensures that anything we see in your accounts, stays between us.
Send a Xero advisor access invitation
To give us access to your accounts, do the following:
- Click on this this link to open the Users screen.
- Click the Invite a User button.
Note: You must be a Standard User and have Manager User access to be able to see this button
- Enter the first name and last name of your bookkeeper, along with their All Sorted email address.
- Select the following:
- Advisor role radio button
- Manager Users checkbox
- Payroll Admin checkbox
- Provide Support checkbox.
- Finally, press Continue and Send an invite.
For more help granting Xero advisor access, view this video. If you do not have access to add users to you account, you should ask whoever is the subscriber for user access. If your accountant is the subscriber to your Xero file, you should ask for the subscription to you be transferred to you. See Accounting’s dirty little secret.