Give your accountant exactly the access they need, and nothing more.
Access is granted as separate capabilities, can be limited to one entity, vendor account, platform or country, and can be given an end date. You can withdraw it at any time.
See documents you share, such as invoices, returns and statements, without being able to change them.
View tax reports and GST or VAT periods for the entities you choose.
Optionally allow a view of bank details. Full details need an extra confirmation from you.
Optionally store tax-portal logins so your CA can use them. This is never required.
Your CA can ask for the documents they need and you can upload them against the request.
Approval and filing rights are separate, optional capabilities that you grant explicitly.
Portal logins are optional. One-time codes (OTPs) sent by tax portals stay with the company's authorised signatory; Sogdo does not receive or enter them for you.
Invite your accountant by email from your vendor workspace and choose their capabilities.
Ask us to arrange an accountant for you. Availability and fees are discussed on request. Contact us.