Accountants
Resources for accountants, bookkeepers, and firms.
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Getting started for accountants
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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
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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?
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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