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Can I give my accountant access to my Lili account?

Yes, you can give your accountant or bookkeeper access to your Lili business account. Lili offers three levels of accountant access, so you can grant the right permissions based on the services your accountant provides—from view-only access for tax preparation to bill payment capabilities for full-service bookkeeping.

The Three Accountant Access Levels

When you invite an accountant to your Lili account, you can choose from three permission levels:

Viewer access is designed for accountants who only need to review your financial records for tax preparation or advisory services. Viewers can:

  • View all account balances and transaction details
  • Export transaction history (for example, as CSV files)
  • Access accounting and tax reports, invoices, and bills

Viewers cannot edit records, categorize transactions, or initiate any payments.

Bookkeeper access is for accountants who actively manage your books. Bookkeepers can do everything a Viewer can, plus:

  • Categorize transactions and add comments
  • Attach receipts to transactions
  • Create and manage bills and invoices
  • Manage vendor recipients

Bookkeepers still cannot move money or approve payments—their role focuses on organizing your financial data.

Bill Payer access is designed for accountants who handle your accounts payable. Bill Payers can do everything a Bookkeeper can, plus:

  • Initiate ACH transfers, wire transfers, and check payments
  • Submit bill payments through Bill Pay

Important: Every transaction a Bill Payer submits requires your explicit approval before funds are moved. You maintain final control over all money movement.

What All Accountant Roles Cannot Do

Regardless of which access level you grant, accountants cannot:

  • Use your debit card or view card details
  • Change your account settings, business information, or tax settings
  • Invite or remove team members
  • Change your subscription plan or close your account
  • Transfer funds to linked external accounts (this is reserved for account owners only)

How to Choose the Right Access Level

Choose Viewer if:

  • Your accountant only prepares your tax returns or provides advisory services
  • You handle all day-to-day bookkeeping yourself
  • You want your accountant to review your finances but not make any changes

Choose Bookkeeper if:

  • Your accountant manages your books and categorizes transactions
  • They need to organize invoices, bills, and receipts
  • You still want to handle all payments yourself

Choose Bill Payer if:

  • Your accountant handles your accounts payable
  • They need to submit vendor payments on your behalf
  • You're comfortable approving transactions they initiate (you always approve before funds move)

How to Invite Your Accountant

To grant your accountant access to your Lili account:

  1. Log into your Lili account.
  2. Navigate to Settings > Team.
  3. Click Invite a team member.
  4. Select the accountant role.
  5. Select the appropriate accountant role: Viewer, Bookkeeper, or Bill Payer.
  6. Enter your accountant's name and email address.
  7. Review the permissions and send the invitation.

Your accountant will receive an email with instructions to set up their access. Once they accept, they'll appear as Active in your Team settings, where you can modify their role or remove their access at any time.

Note: Only the primary account owner can invite accountants. Accountants can access your account through the Lili web app only—mobile app access is not available for accountant roles.

Security

Accountant access uses the same security standards as your owner account, including unique login credentials and encryption. You never need to share your password with your accountant—they create their own secure login.

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. Wire Transfer services are provided by Column Bank N.A., Member FDIC.