Connecting an accounting firm

A firm does not reach your data because its staff are members of your organization: it reaches it because the two organizations are connected. That single link replaces any individual access management — when someone joins or leaves the firm, you have nothing to do on your side.

• By their code — your firm gives you its code, you enter it in the settings and send a connection request, optionally with a message.
• By your code — the reverse: you pass your organization's code to your firm, which sends you the request.
• By invitation — the firm invites the email address of an administrator at your company directly, who accepts from their workspace.

Once connected, the firm reaches your company's vault and the management data it needs to keep your books: third parties, bank accounts, chart of accounts, purchases. It works inside your file under its own name: every upload, every status change, every message stays attributed to the person who made it.

Removal is immediate and happens from the same page, without going through the firm. It loses access to your documents that second; your data does not move — it belongs to you and stays in your vault. A new connection, with the same firm or another one, can be made whenever you want.