Can my client invite me as their "Accountant" to Melio?

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To help your clients invite you to their Melio account as their accountant, share this video:


TIP! Read our 3 ways to keep your clients happy in the Melio blog.


Or ask them to follow these steps:

1) In Melio, click Settings>Manage users or click here:


2) On the Users screen, click the Invite User button


3) On the Invite a user to join screen, choose the Accountant radio button


4) Fill out the form, then click the SEND INVITE button

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