Give your accountant access

When your accountant or implementation partner works in Kluvan, give the firm access instead of sharing a sign-in. The firm's people work with their own e-mail codes, only in the areas and branches you choose, and you can take the access back at any moment.

Before you start

• Only the organisation's owner gives, changes and revokes access. Managers can see which firm has access in the Accountant app.
• Ask the firm for its partner code (shown on its partner portal) or the e-mail address it signs in to the partner portal with. A firm without an account signs up at partners.kluvan.com first (see Refer clients as a Kluvan partner).
• Accountant access is included in every plan, for one firm at a time. Nothing else to switch on.

Steps

1. Open Settings → Accountant & partners.
2. Select Give an accountant access. The form opens at the bottom of the page.
3. In The firm's partner code or e-mail, type the code (for example CODE20) or the firm's address.
4. Under What the firm may see and do, choose a level for each area: No access, Read only or Full. For HR and payroll (personal data) you can also choose Payroll, read only.
5. If your organisation has several branches, tick the branches the firm may work in. Leave them all unticked for every branch.
6. Optional: pick a date in Access ends on. The firm can work until the end of that day.
7. Optional: add a Note, for example "Year-end audit 2026".
8. Select Give access. The page says Access given. The firm can open your organisation now.

Good to know

• The defaults are Books in full, the other areas read only, and no HR. Change them before you give access.
• Full lets the firm change records in that area; Read only lets it look. Some places are closed to every firm whatever you choose: your plan and billing, exports and data deletion, API and other keys, your team and sign-ins, devices, support, and this access page itself.
• No seat is used. The firm's people are not members of your organisation and do not appear in your team.
• One firm at a time is included. To change firms, revoke the current one first; otherwise Kluvan answers pws_one_firm.
• A wrong code or address gives pws_firm_unknown: check it with the firm.
• The firm's admin decides which of its people work on your organisation, and none of them gets more than you allowed.
• Next: change, revoke or review a firm's access. If the firm asked you first, see approve or refuse a firm's request.