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.
The invitation is made via the Scopevisio customer portal.
Prerequisites
You have valid access data for your Scopevisio customer account.
If you use several Scopevisio customer connections or companies, you know which instance and company the invitation should apply to.
The e-mail address of your tax advisor is available.
Step-by-step instructions
Open the customer portal and log in
Open your browser and go to https://account.scopevisio.com/portal
Log in with your access data.
Select instance and company
Select the desired customer connection/instance at the top.
Then select the desired company.
Navigate to user management
On the home page of your user account, click on the User management tile.
Fill in the invitation form
In the "Invite tax advisor" section, click on + Invite tax advisor.
Enter the following information:
Salutation (Mr/Ms)
First name
Surname
Email
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 tax advisor or if they should no longer have access to your data for other reasons, you can remove their access directly in the customer portal's user management:
Go to https://account.scopevisio.com/portal/users-management (als Link)
Select the relevant tax advisor in the user list.
Remove access using the corresponding action.