You can easily invite your accountant, accept an invite or remove an accountant from the dashboard.

Simply click on 'Invite your accountant', in the pop-up simply enter your accountants first name, and email address. Your accountant will then receive an invitation to accept, or an invitation to join TaxTank if they're not already registered.

If an accountant has sent you an invitation, it will be waiting for you in the users sections. Simply click on the main menu and select 'user's. Once in the users section, select the 'accountant's tab and then click accept.

Once accepted, the invitation will move to Current Accountant and you'll be able to share information and chat live.

FYI. You can only have one accountant at a time.