How to understand firm requests and follow-ups

Connecting with a gestoría involves two directions: you can request access to a firm, or a firm can invite your organization. See how to find and request a gestoria and how to work with your accounting firm.

Your outgoing requests

1. Open Gestorias in the left navigation.
2. Check the Your requests section for firms you asked to connect with.
3. Each card shows the request date and current status badge.
4. Open a request to review selected services or cancel it if you no longer need that connection.

Incoming invitations to approve

1. Review the Pending requests section for invitations sent by a gestoria.
2. Read the requested access scopes so you know which modules the firm is asking to use.
3. Select Approve to grant the requested access, or Reject to decline.
4. Invitations expire after the date shown, so respond before they lapse if you want the connection.

After approval

1. Approved firms move to the connected list on the same page.
2. Use Manage access to adjust modules later — see how to share documents with your firm.
3. Keep invoices and expenses up to date so your gestoria can work from current records.