Sage for Accountants users can invite their clients or colleagues in two different ways:
Grant access to AutoEntry via Sage for Accountant: This will give access to both Client Management and AutoEntry. The user will need to connect to Sage for Accountant first then launch the product from the client's profile.
This option is best if you need to invite colleagues within the practice.
Grant access to AutoEntry via autoentry.com: If access to Sage for Accountant or Client management isn’t necessary, it's possible to invite the user from within AutoEntry. The user can then access the company from autoentry.com.
This option is best if you need to invite the client to manage their own data.