We are thrilled to be on board as your trusty accountants!🎉 Adding us to your Rounded file only takes 3 minutes tops. We have included a Video Tutorial and a Step by Step Guide below to make the process easy.
Who is Rounded for?
Rounded is perfect for sole traders who don't deal with payroll now or in the future. Yes, we don't recommend Rounded to business who has payroll as it is more designed for sole traders who operate without the complexities of managing payroll.😊 Plus, whether you're chillin' without GST or not sure if you'll ever need it, Rounded is your accounting software buddy.
Video Tutorial:
Here's a 2 minute video on how you give Balance Tax access to your Rounded file. 😎
Step By Step Guide:
Log in to your Rounded file and click Settings on the menu on the left.
Select Accountant access.
Add [email protected] as the email address.
Please ensure you turn the toggles green for:
Accountant can edit my data
Allow access to my bank feeds
Can change my GST registration status
Click Invite.
There you have it! ✨ Let us know once you've sent the invite. Easy peasy! 😍