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How do my clients grant me access to their Lili business account?

Your clients control whether you can view their Lili business account. To see their dashboard and statements in the Accountant Portal, they must grant you accountant access from within their own Lili web app.

You cannot turn this on yourself. Access is always initiated and managed by the business owner or another authorized user on the account.

When can a client grant me access?

A client can grant you access after:

  1. Their Lili business account has been approved and opened, and
  2. They have been linked to you as their accountant

Once these conditions are met, your client will see an accountant row in their Team section with an option to grant access.

How a client grants accountant access

You can share these steps with your client:

  1. Sign in to the Lili web app using the business account owner user with the permission to manage team access.
  2. From the left-hand menu, go to the Settings area then scroll to the Team section.
  3. In the Team list, look for the row labeled Accountant with your name and email address.
  4. Click Grant Access next to your name.
  5. Review the information about what the accountant can see and do, then confirm.

After they confirm:

  • Lili sends you an email letting you know that the client wants to grant you access to their account.
  • The email includes a link you must click to accept this access request.
  • Once you click the link and sign in (if needed), your accountant access is activated for that business.

When your access is active:

  • Your role on that account is set to Accountant with limited, view-only access.
  • The business appears in your Clients tab in the Accountant Portal.
  • You can open the client’s dashboard in read-only mode and download their account statements.

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted. 

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