We are thrilled to be on board as your trusty accountants!🎉 Adding us to your Zoho file only takes 3 minutes tops. We have included a Video Tutorial and a Step by Step Guide below to make the process easy.
Video Tutorial:
Here's a 2 minute video on how you give Balance Tax access to your Zoho file. 😎
Step By Step Guide:
Log in to your Zoho file.
Go to Settings in the top right corner of the page.
Select Users under Users & Roles.
Click Invite User on the top right corner of the page.
Enter the following details:
Email address: [email protected],
Name: Diana ToddRole: Admin
Click Send.
There you have it! ✨ Let us know once you've sent the invite. Easy peasy! 😍