Invite your tax advisor directly into your Scopevisio instance - we explain how to do this in the following video: To the video
Overview
With Scopevisio, you can not only provide your tax office with the exported booking data once a year - you can also invite your tax advisor directly into your instance. This gives your tax professional free, comprehensive access to your booking data and receipts and can, for example, take over the ongoing bookkeeping or prepare the annual financial statements.
Prerequisites
You have valid access data (e-mail address and password) for your Scopevisio instance.
If you use several Scopevisio customer connections, you know in which instance and company you need to work.
The e-mail address of your tax advisor is available.
Step-by-step instructions
Call up the Scopevisio website and log in
Open your browser and go to https://appload.scopevisio.com/apps/public/login.html.
Log in with your e-mail address and password.
Select instance and company
If you have several customer connections, first select the correct instance in the top right-hand corner.
Then select the desired company, if applicable.
Navigate to the administrative tools
In the main navigation, scroll down to the Extra section.
Click on Invite tax advisor.
Fill in the invitation form
Enter the following information:
Tax advisor email
Salutation
First name
Surname
Agree to the terms of use.
Send invitation
Click on Invite tax advisor.
Your tax advisor will immediately receive an invitation e-mail with a link to access.
After the invitation
Your tax advisor can log in free of charge and gain access to all relevant data and documents.
You retain control over access rights at all times and can revoke the invitation if necessary.
Collaboration
If you have ended your collaboration with a consultant or if you no longer want them to have access to your data for other reasons, you can delete the relevant users under Organisation > Administration > Manage users. Find out more here: Manage users