How firm collaboration differs from team access

Team access and gestoría access solve different problems. See how to invite your team for coworkers and how to find and request a gestoria for external firms.

When to use Team

1. Invite coworkers who should work inside the same organization daily.
2. Assign roles such as admin, accountant, or viewer depending on how much they should edit.
3. Use Team for employees, co-founders, or in-house finance staff who need a workspace login.

When to use Gestorias

1. Connect an external accounting firm or tax advisor instead of adding them as employees.
2. Grant module permissions such as invoices, expenses, or reports rather than full organization control.
3. Revoke gestoria access when you change advisors without deleting internal team members.

Key differences

1. Team members share one organization; gestorias connect across organizations with scoped access.
2. Owners and admins manage Team; you approve or limit each gestoria connection separately.
3. A user can belong to your Team and also work for a gestoria, but those access paths remain separate.