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How do I set up bookkeeper access?

Please refer to the relevant section below according to whether you are a Brex customer or with an accounting firm.

Accounting firms


How do I add clients to my account?

Your clients must first add you as a partner to gain access to their Brex account.

How do I grant external access to my bookkeepers?

Step 1:Navigate to Team on the left side of your Brex dashboard.

Step 2:Enter the individual’s name in the search bar.

Step 3:Click on their name.

Step 4:On the right, under External access, select Enabled.

Brex customers

How do I invite my accounting firm?

If your accounting firm is not listed as an option on the Partners page, Brex card and account admins can invite them to be a Brex partner.

Step 1:Navigate to Partners under the Team tab.

Step 2:Click Invite a partner.

Step 3:Search for your partner.

Step 4:Select Grant access. Your firm can now access your account.

How do I remove my bookkeeper’s access?

For external bookkeepers, you can revoke access to your company’s Brex account by going to Team > Partnersand clicking Revoke accessunder your bookkeeper’s firm.

Can I connect to multiple accounting partners?

Yes, you can connect to multiple accounting partners by inviting them from Team > Partners in your Brex dashboard.

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