Free accountant access when the customer pays for Just Invoice

A customer who already pays for Just Invoice should not have to persuade their accountant to buy another subscription just to read the same file. The customer-paid connection addresses that situation: the owner keeps their subscription, and the accountant creates a free workspace to access authorized clients.

Free accountant access is a collaboration model, not a free customer subscription or a promise that every accounting service is included. The accountant can review the documents the customer shares, while bookkeeping, professional advice, and filing remain part of the firm's own engagement.

Follow the customer-led introduction

The customer verifies the accountant's email address and sends an invitation from the accountant-access area. The recipient signs in with the intended verified address, reviews the invitation, and accepts. A new accountant can set up their firm workspace without buying sponsored seats.

This is particularly useful when an entrepreneur already has a preferred invoice tool. For example, a designer may create client invoices and save software purchase receipts throughout the year. Their accountant can review that existing file rather than asking the designer to maintain a second document collection solely for the engagement.

Know what the free connection includes

The connected accountant can browse purchase receipts, open original files, prepare annual receipt packages, review invoice PDFs, and use invoice-tax reports. Firm-private notes and review statuses support the accountant's own document review. The firm does not need to purchase capacity for these customer-paid connections.

The customer remains responsible for uploading and correcting their documents. The accountant does not receive permission to delete a receipt, edit an invoice, or manage the customer's subscription through the client connection. Read the permission matrix before assigning correction tasks.

Keep billing responsibility visible

The customer's subscription stays in the customer's name and billing workflow. Adding accountant access does not transfer that subscription to the firm. If the customer later wants the firm to pay, that is a separate sponsorship transition that requires resolving conflicting billing and accepting the new arrangement.

A practice can mix customer-paid connections with sponsored clients. The important distinction is which clients consume purchased capacity. Do not estimate the firm's sponsored-seat bill by counting every connected file: customer-paid readers do not use a sponsored seat.

Set expectations for the accountant

Introduce the file with a short explanation of the period, known missing documents, and the records kept elsewhere. Ask how the accountant prefers to communicate questions. A private review note is not automatically visible to the customer, so the firm still needs a communication process.

Before the first deadline, test a receipt original and an invoice report row together. That short exercise confirms that free access is useful in practice, not merely an accepted invitation. The onboarding checklist provides the sequence.