Invite your bookkeeper or team

Give people access to your business. No seat fees.

Go to Settings, scroll to People, enter their email and click Send invitation. The link works for 7 days.

People, in Settings
People, in Settings

Roles

  • Members can work on invoices, chasing rules, late fees and statements.
  • Owners can also connect accounting software, change business details, billing and online payments, and invite or remove people.

Bookkeepers with several clients

Each business has its own plan. A bookkeeper invited by several clients switches between them from the business name at the top left. Bookkeepers can also add a client's business themselves from the same menu.

Bookkeepers who recommend SteadyChase can join our partner programme.

Still stuck? Email hello@steadychase.com, or use Help inside the app.