Accountants
Resources for accountants, bookkeepers, and firms.
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Getting started for accountants
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Billings and plans
- How to change who pays for a client’s subscription
- Understanding billing receipts for accountants
- Subscription plans for accounting firms and their clients
- Can I subscribe my client to the Go plan?
- Can my client add users to their account if the firm is paying the subscription fees?
- Can my client change their plan if the firm is paying the subscription fees?
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Managing your team
- Removing a team member from your client’s account
- How to add a team member to your accounting firm in Melio
- Assigning an accounting firm’s team member to a client
- How to reassign the owner role to your client’s account
- Removing a team member from a firm’s account
- Managing team members’ access to your firm’s bills, payments, and settings
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Managing your clients accounts