Invite or accept an accountant

PeakBooks is built for accountant ↔ client collaboration from the ground up. The business owner stays in control of access, the accountant gets a clean workspace to do month-end and tax work, and every action is attributed to the person who made it.

If you're the business owner — inviting your accountant

1. Go to Settings  ›  Accountant access.
2. Click Invite accountant.
3. Enter their email and an optional note (e.g., "Q1 cleanup before sales tax filing").
4. Send. We email them a secure invite link, valid for 7 days.

You'll see the pending invite on the same page. Once your accountant accepts, the row flips to Active with their name and the date they joined.

What your accountant can do

• Read all your transactions, reports, invoices, bills, and reconciliations
• Categorize, edit, and post journal entries
• Reconcile accounts
• Lock and unlock periods (with your password not required — accountant access is full access)
• Send Q&A questions back to you for items they need clarification on

Revoking access

If you switch accountants or end the engagement, go to Settings  ›  Accountant access, find the accountant row, and click Revoke. Their access is removed immediately. The full audit trail of what they did stays in your books — revoke is not a "delete the history" button.

If you're the accountant — accepting an invite

1. Open the invite email and click Accept invite.
2. If you don't already have a PeakBooks account, you'll be prompted to create one with the email the invite was sent to. (If you have an account on a different email, sign in to that one first, then click the invite link — we'll attach the client to your existing account.)
3. Once accepted, you land on the firm dashboard. The new client appears in your Your Clients list.

Switching into a client's books

From your firm dashboard, click any client's row. PeakBooks loads their books and a top banner appears showing You're viewing [Client name]. Everything you do — categorizing, reconciling, journal entries — is attributed to you in the audit log but lives in their books.

To return to your firm dashboard, click ← Exit client view at the top-left.

Team members

If your firm has multiple bookkeepers/accountants, the firm admin can add them under Settings  ›  Team on the firm dashboard, and assign specific clients to each team member. Each team member only sees the clients they're assigned to.