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Can I collaborate with my accountant using Xero?

Asked 5 months ago
Yes, users can collaborate with their accountants using Xero. The platform is designed with collaboration in mind, allowing both business owners and accountants to access the same financial data in real time. To enable collaboration, a user can invite their accountant as a users by sending them an invitation through the Xero dashboard. Once the accountant accepts the invitation, they will be granted access to the relevant financial information needed for reporting and tax preparation. This shared access helps streamline communication, improves efficiency, and ensures that any changes made are immediately visible to both parties. Additionally, Xero offers features such as notes and comments that facilitate discussions and questions related to specific transactions, enhancing the collaborative experience even further. For more detailed instructions on setting up user access, it may be useful to refer to the support section of the Xero website.
Answered Jul 10th 2025

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