File Access
Hello, I'm selling my business and as part of due diligence the buyer's accountant wants to access my file to check against reports I have provided. This makes me nervous in terms of file security et...
Forum Discussion
Hey Brigitte,
Selling your business is a huge step, and it makes perfect sense to want everything as secure as possible when someone else needs access to your file. You can stay in full control by heading into Manage Roles to tailor exactly what the buyer’s accountant can see. Plus, if you’d rather not change settings for your other advisor if there is, you can create a new, custom role for the accountant. This lets you share only what’s needed, staying confident your other info stays private. For extra details about this, the links below will help you with the set up.
If you need more help, you can reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.
Cheers,
Doreen
