ZonWizard
HomeFeaturesPricingLogin
English
English
  • Quick Start
  • USER
    • Profile
      • User Access and Email Preferences
      • Company Information
    • Payments
    • Marketplace Integrations
    • Accountant
    • Secondary User Management
    • Multiple Account Management
  • Accounting
    • Dashboard (Accounting Tool)
    • Invoices
    • Daily Takings
    • VAT Reports
    • OSS Reports
    • Transfers
    • Reduced VAT Rates
    • OSS Thresholds
    • Bulk Upload (Accounting Tool)
    • Settings (Accounting Tool)
  • Profit
    • Dashboard (Profit Tool)
    • Products
      • Product Details
    • Profit Table
    • Orders
    • Review and Feedback Requests
    • External Expenses
    • Financial Report
    • Bulk Upload (Profit Tool)
    • Settings (Profit Tool)
  • Analytics
    • Dashboard (Analytics Tool)
    • Inventory
      • Inventory Details
    • Refund Claims
    • Customers
    • Account Health
    • Bulk Upload (Analytics Tool)
    • Settings (Analytics Tool)
Powered by GitBook
On this page
  • Connect your accountant
  • Invite accountant to access ZonWizard
  1. USER

Accountant

PreviousMarketplace IntegrationsNextSecondary User Management

Last updated 1 year ago

In this section, you can connect your accountant to ZonWizard so that they have access to the tax documentation generated by the software.

You can access this section from

Connect your accountant

If your accountant is already registered with ZonWizard, in this section you can directly select them from the dropdown menu.

Once you have selected the accountant:

  • check the box next to "I authorize to access my accounting data*"

  • you can choose to check the box next to "I authorize to edit my accounting settings [optional]"

  • Finally, click the save button

Invite accountant to access ZonWizard

In this section, you can invite the accountant in 2 ways:

  • copy the link to the registration page and share it with the accountant

  • enter the accountant's email in the input field and click the "Send Invitation" button, and we will send them an email with instructions.

If your accountant is not yet registered on our platform, you can invite them to register for free by clicking on the link "Can't find your accountant in the list?" or by directly accessing the section

User Menu >> Accountant >> Invite Accountant
User Menu >> Accountant
connect accountant
invite accountant