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Accountants

Resources for accountants, bookkeepers, and firms.

  • Getting started for accountants

    • How to switch between companies when using the multi-company view
    • Adding clients to your firm’s Melio account
  • Managing your team

    • Removing a team member from your client’s account
    • Add a new team member to an accounting firm
    • Assigning an accounting firm’s team member to a client
    • How to reassign the owner role to your client’s account
    • How to edit team members’ client assignments, permissions and roles
    • Removing a team member from a firm’s account
    See all 11 articles
  • Managing your clients accounts

    • Cover your clients' check fees using a separate payment method
    • How do I change the owner of a company in Melio?
    • Can my client invite me as their "Accountant" to Melio?
    • How to hide clients from your dashboard
    • How to exclude clients before merging accounts
    • Can I manage my client's personal finances on Melio?
    See all 7 articles
  • Value adds for accounting professionals

    • Help clients get to know the value of using Melio to make payments
    • Help clients pay bills on time and hold onto their cash flow with recurring and partial payments
    • Help clients get to know the value of using credit cards to make payments with Melio
    • Using Melio for clients' AP? Help your clients get to know Melio
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