How do I revoke / remove accountant access to my account?

If you change accountants or advisers, you may want to remove their view-only access to your account.

To remove adviser access:

• Navigate to your "Settings"
• Go to the "Adviser" section
• Next to the adviser's access that you want to remove, click on the "Revoke" button

View our short video for more guidance on how to do so

Updated on: 02/07/2025