For some banks, limiting your accountant’s access can be a tricky process. So, our team of experienced small business accountants have compiled a list of instructions for how you can provide money manager access to your accountant.
For all access information please use the email: BANKING@TANDYCONSULTING.COM
Chase Bank offers the Chase Access & Security Manager. It gives you the ability to delegate cash management services without turning over the control or security of your account. To access this feature:
You can grant customers access to your Bank of America account by upgrading your online banking account to include Account Management. Using this add-on, you can create an individual account access level and allow a small business accountant to view and manage accounts for your different businesses.
With Wells Fargo, you have the power to give an accountant or bookkeeper View Only bank account access through Wells Fargo’s Account Access Manager.
U.S. Bank allows you to share customized access for business accounts using the “Shared Access” feature. You can select “View Only.” This will allow accountants to view transactions, balances, and other details on selected accounts.
To activate this feature:
To permit a secondary user to view your American Express business account, you need to set up their account with Amex’s Account Manager feature.
You can modify your user privileges by going to:
When working with Capital One as your bank, you will need to use their Treasury Management feature to limit your accountant’s viewing access. With this feature, you can adjust the access settings of your authorized users.
PayPal offers a Managed Users feature to its customers with a business account. This allows you to create multiple logins and determine the level of access users have. This feature gives up to 200 individuals access to your PayPal account. Each person has their own login ID and level of authority.
You can use PNC Bank’s Cash Flow Insight service to give your accountant access to your accounts. This feature allows you to create an account for your small business CPA and provide them with the appropriate permissions to view your financial transactions.
Regions Bank allows you to limit your accountant’s permissions by utilizing their “People and Permissions” list. Using this function, you can create an account for your bookkeeper and provide them with permissions that allow them view only bank account access.
SunTrust’s Online Cash Manager system offers an extensive set of features. With it, you can set up an account for your bookkeeper that will give them access to your bank statements. You can also limit their access using the same system.
At Fidelity Investments, you can give your bookkeeper access to your accounts with one of four permissions. These permission-levels include Inquiry, Limited, Full, or POA. The Inquiry access will limit privileges to view only bank account access so you accountant can see your balances and tax forms.
Only business accounts in PayPal can provide access to additional users. With the same account, you can limit the access of these users using the Accounts & Security section of Paypal. In this section, open “Account Access” then click “Update” besides the “Manage Users” section. After doing this step, you can now change the permissions you grant your authorized users.
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