Work with your accountant in one place
Share access with your accountant or accounting firm. Set permissions, collaborate in real time and keep all your documents in the cloud.
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How collaborative accounting works
Give your accountant secure access in three simple steps.
Invite your accountant
Send an email invitation to your accountant or accounting firm. They create their own profile and connect to your account instantly.
Set permissions
Choose what each collaborator can see and do. Assign view-only, editor or manager roles for every module.
Collaborate in real time
Both you and your accountant work on the same live data. No more emailing spreadsheets back and forth.
Accountant profiles
Dedicated access for your accountant
Your accountant gets their own dashboard with everything they need · journal entries, tax reports and financial statements · without seeing sensitive business data you choose to keep private.
Accountant-specific dashboard
A tailored view that surfaces accounting tasks, pending reviews and tax deadlines so your accountant can focus on what matters.
Multi-company management
Accounting firms can manage all their clients from a single login, switching between companies in one click.
Document sharing
Share documents without email
Upload invoices, receipts and contracts directly to Holded. Your accountant accesses them instantly, no more lost attachments or version confusion.
Centralised document storage
Every document is stored in the cloud and linked to the right transaction. Find anything with a quick search.
Automatic notifications
Your accountant is notified when new documents are uploaded, so nothing falls through the cracks.
Built for secure collaboration
Enterprise-grade controls that keep your data safe while enabling seamless teamwork.
Role-based permissions
Assign view, edit or manage permissions per module. Control exactly who can access invoicing, accounting, treasury and more.
Real-time sync
Every change is reflected instantly across all users. Your accountant always sees the latest data without manual refreshes.
Activity log
A complete audit trail of every action taken in your account. See who changed what and when, essential for compliance.
Audit preparation
Prepare for audits together
Collaborate with your accountant to get audit-ready. Review transactions, validate entries and export documentation, all from the same platform.
Review workflows
Your accountant can flag entries for review, add comments and mark them as verified. Keep a clean audit trail without meetings.
One-click export
Export your general ledger, trial balance and supporting documents in the format your auditor requires: PDF, Excel or CSV.
Trusted by accountants and businesses alike
10,000+
Accounting firms connected
80%
Less time on document exchange
100%
Cloud-based, access from anywhere
Everything you need to collaborate
Tools that make working with your accountant effortless.
Multi-client management
Accounting firms can manage dozens of clients from one dashboard, with quick switching and centralised notifications.
Comments and notes
Leave comments on any transaction or document. Tag your accountant to ask questions without leaving Holded.
Version history
See every change made to a document or entry. Revert to a previous version if needed, nothing is ever lost.
Partner directory
Don't have an accountant yet? Browse our directory of accounting firms already using Holded to find the perfect match.
Frequently asked questions
Yes. Accountant collaborators connect to your account at no extra cost. They use their own login credentials and see only what you authorise through role-based permissions.
You assign permissions per module: invoicing, accounting, treasury, HR and more. Each collaborator can be set to view-only, editor or manager level, so they only access what they need.
Absolutely. Accounting firms get a multi-client dashboard where they can switch between companies in one click, view pending tasks and manage all their clients from a single login.
Yes. Holded is 100% cloud-based, so every change you or your accountant makes is reflected instantly. There is no need to sync, export or email files, everyone always works with the latest data.
Your accountant can review and flag entries, add comments and mark them as verified directly in Holded. When the auditor requests documentation, you can export your general ledger, trial balance and supporting documents in PDF, Excel or CSV with one click.