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Accountants & Partners
What is the Lili MCP?
What is the Lili Accountant Portal and who is it for?
How do I get access to the Lili Accountant Portal and set it up from the invite email?
How do I invite clients to open a Lili business account from the Accountant Portal?
How can I track the status of my accountant referrals?
Can I resend or cancel a client invitation from the Accountant Portal?
What is the Clients tab in the Lili Accountant Portal?
How do my clients grant me access to their Lili business account?
How do I view a client’s dashboard and download their statements?
How do I switch between my Lili business account and the Accountant Portal?
What is the special offer for accountant‑referred clients?
I did not receive my Accountant Portal invite email. What should I do?
I can’t see one of my referred clients in the Clients tab. What should I do?
How do accountants get paid for referrals?
Getting Started
Account & Plans
Business Banking
Cards & Spending
Moving Money
Business Credit
Bills & Invoices
Bookkeeping & Tax
Team Management
Accountants & Partners
Integrations & Offers
Security and Privacy
Getting Started
Account & Plans
Business Banking
Cards & Spending
Moving Money
Business Credit
Bills & Invoices
Bookkeeping & Tax
Team Management
Accountants & Partners
Integrations & Offers
Security and Privacy