Invite your CA for free

Updated 15 Oct 20262 min readFor ownersAll plans

Every plan includes a free CA seat (two on Business). Your CA uses one login for all their clients.

Step by step

  1. Open Settings → Users

    Click Invite and choose the role CA.

  2. Send the invite

    Enter your CA's mobile number or email. They get a link to accept.

  3. Your CA accepts

    Your firm appears in their client list. You can remove their access at any time.

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