Accountant Access Portal
Your accountant needs access to your financial data—but giving them full admin access is overkill and a security risk. The Accountant Access Portal gives your accountant a dedicated, read-only view of exactly what they need: transactions, director's loan account balances, dividend vouchers, compliance calendar, and bank feed data. They can view, download, and export—but never modify. No more zipping up folders of spreadsheets, emailing PDFs, or scheduling screen-share calls to walk through your accounts. Your accountant logs in, sees everything in real time, and downloads what they need. You don't lift a finger.
Challenges We Solve
Transforming complex problems into seamless automated workflows.
Sharing financial data with your accountant is slow and manual
Every quarter, you export data from your accounting software, compile it into a folder, write an explanatory email, and send it to your accountant. They reply with questions, you dig through more data, and the back-and-forth continues for days.
- Your accountant logs in and sees everything in real time
- No more exports, emails, or file uploads
- They download exactly what they need—when they need it
- Eliminate the quarterly data-gathering scramble
Full admin access creates unnecessary risk
Some directors give their accountant full access to their accounting software out of convenience. But this means the accountant could accidentally modify records, recategorise transactions, or alter historical data.
- Strictly read-only access—view and export only
- No ability to modify transactions, categories, or records
- Separate login credentials with audit trail
- Revocable access that you control at any time
Your accountant asks the same questions every quarter
'What's your current DLA balance?' 'Have all dividends been vouchered?' 'Is your VAT up to date?' These are reasonable questions—but answering them manually every quarter is a waste of both your time.
- Self-service access to DLA balances, dividends, and compliance status
- Accountant can answer their own questions without bothering you
- Reduces back-and-forth emails by 80%
- Your accountant stays informed between meetings
Key Features
Powerful tools built specifically to accelerate your growth.
Dedicated accountant dashboard
What this means for you: Your accountant gets what they need without you being the middleman.
Your accountant gets their own dashboard showing the information they care about most: DLA balance, recent transactions, dividend history, compliance calendar, and filing status. Everything is read-only and tailored for professional accountants.
- Purpose-built for accountant workflows
- Key metrics visible on login: DLA, dividends, compliance
- Quick access to recent transactions and bank feed data
- Downloadable reports and exports from every screen
Granular access controls
What this means for you: Share exactly what's needed—nothing more, nothing less.
Decide exactly what your accountant can see. Share transactions but not documents. Show the DLA but hide the bank feed. Grant access to one company or all of them. You're in full control.
- Per-section access toggles (transactions, DLA, dividends, etc.)
- Multi-company: choose which entities they can access
- Time-limited access for temporary engagements
- Instant revocation if you change accountants
Audit trail and activity log
What this means for you: Full transparency over who accessed what and when.
Every action your accountant takes is logged: what they viewed, what they downloaded, when they logged in. This creates a clear audit trail for your records and ensures accountability.
- Complete log of every accountant session
- Download history showing exactly what was exported
- Login timestamps and IP addresses recorded
- Exportable audit trail for your own compliance records
Eliminate hours of accountant data preparation
The Accountant Access Portal removes the manual export-email-explain cycle that eats into your productive time every quarter.
- No more quarterly data-gathering sessions
- Self-service access reduces email back-and-forth by 80%
- Your accountant prepares your tax return faster with real-time data
- Audit-ready records are always available on demand
Real-World Scenarios
Year-end accounts preparation
"Your accountant logs into the Accountant Portal two weeks before your year-end. She reviews the DLA balance, downloads the dividend register, checks the bank feed reconciliation status, and exports the trial balance. She has everything she needs to start preparing your accounts."
Outcome: Zero emails sent. Zero files uploaded. Accounts preparation starts immediately.
HMRC enquiry response
"HMRC opens an enquiry into your dividend declarations. Your accountant needs full dividend voucher history, DLA reconciliation, and board minutes. She logs into the portal, downloads a PDF bundle of everything, and responds to HMRC the same day."
Outcome: HMRC enquiry responded to within 24 hours—with complete, audit-ready documentation.
"When my clients use ByVeya, I spend 40% less time chasing data and 40% more time on advisory. The Accountant Portal gives me everything I need on day one of an engagement—no emails, no exports, no delays."
Catherine Hall
Partner, Hall & Associates Chartered Accountants
Got Questions?
Everything you need to know about the product and billing.
Can my accountant modify any data?
No. The Accountant Access Portal is strictly read-only. Your accountant can view, search, filter, and download—but cannot create, edit, or delete any records. Only you and your authorised team members can modify data.
How do I invite my accountant?
Go to Settings → Accountant Access, enter their email address, select which sections and companies they can access, and click 'Send Invitation.' They'll receive a secure link to create their account.
Can I have multiple accountants with access?
Yes. You can invite multiple accountant users—useful if your practice has different team members handling different aspects of your accounts. Each gets their own credentials, permissions, and audit trail.