We are thrilled to be on board as your trusty accountants!🎉 Adding us to your Reckon 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 Reckon file. 😎
Step By Step Guide:
Log in to your Reckon portal.
On the left-side navigation select My Products and then Reckon One.
Click on the three vertical dots (
), select Share with..., then choose User.
Add [email protected] as the email address, then click Next. Select Administrator for permission. Then, Save.
There you have it! ✨ Let us know once you've sent the invite. Easy peasy! 😍