Work with your bookkeeper
Owner or admin
Invite them, choose their role, and their seat is free.
- Team → Add Person with your bookkeeper's email. Each sign-in is one email address, so a bookkeeper with several clients often uses one address per client.
- Choose Admin if they should see Banking, Team and Settings; Member for day-to-day work only.
- Write to us from the Contact page saying they are your bookkeeper. We mark the seat as theirs, and it stops counting against your plan's people, even on Free.
Bookkeepers get their own practice on Business at no charge; the For bookkeepers page (todah.ca/bookkeepers) has the details.
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Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.