Gestorias
Work with your gestoria and shared access flows.
Gestorias
7 articles
How to work with your accounting firm
Find a gestoria, request access, approve invitations, and manage what your accountant can see.
How to share documents with your firm
Control which invoices, expenses, and other modules your connected accounting firm can access.
How to understand firm requests and follow-ups
Track outgoing access requests, respond to incoming gestoria invitations, and know what happens after you approve.
How firm collaboration differs from team access
Understand when to invite coworkers to your organization versus connecting an external accounting firm with module-scoped permissions.
How to manage multi-company or firm relationships
Switch between organizations you belong to and keep gestoria connections scoped to each company.
How to find and request a gestoria
Browse the gestoria catalog, compare services, and request access to connect your organization.
How to review a gestoria profile
Open a catalog firm profile, compare services and specialties, and request access when ready.
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