Change access level for an accountancy firm

To change the access level for an accountancy firm:

1. Navigate to People
2. Click on Accountant
3. Click on the 3-dot menu on the name of the accountancy firm
4. Select Change access level

Good to know: You also have the option to disconnect the accountancy partner. Keep in mind that disconnecting the partner is irreversible. 

Removing a client - for accountants

Only the admin of the accountancy firm has the ability to remove clients.

To remove a client:

1. Navigate to Partner Portal
2. Click on Clients
3. Click on the 3-dot menu next to the client you wish to disconnect
4. Select View details
5. Click Disconnect client