Can I give my accountant access to my board’s records?

Created by Pat Crosscombe, Modified on Tue, 10 Oct 2023 at 08:58 AM by Pat Crosscombe

Yes. This makes it easy for an accountant to review the board’s documents without having to search through paper records.  

Follow the same steps for adding people.  Accountants are added as Professionals.  

Instructions can be found here. 

Updated October 2023

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