01 · Invite
An owner or admin sends the invitation to the accountant's email address. Relationship started.
Work with your accountant Invite your accountant.
See the access control ↓ Invite your accountant.
Share data with defined permissions.
Invite your accountant (gestor), the Spanish tax and accounting adviser, to the same organisation where you invoice. Start with review access, define when they can work, and keep the trail of every access change.
Invitation by email · Viewer by default · Access audit log
Members of García López, S.L.
| New member | gestor@asesoria.es | Invite |
|---|---|---|
| Initial access | Viewer · review | Read-only: cannot create or edit invoices |
| Shared space | The client's tax work | Review access |
| Issued invoices | Viewing enabled | View |
| Tax reports | Viewing enabled | View |
| Invoice editing | Permission not granted | No access |
The owner decides the role; the accountant sees the scope of their access. · Controlled
The invitation opens the door.
The permission defines the room.
02 · Define the role
Viewer lets them review; Accountant is granted only when the work needs management access. Access is delimited.
03 · Review the trail
Relevant access actions are recorded in the organisation's audit log. Continuous control.
A clear working relationship.
Collaboration does not depend on forwarding documents or giving full access from day one. Each stage has an owner and a visible consequence.
The permission is a decision you can read and change.
Start with the scope you need now. If the working relationship changes, the owner and admins can update the role or remove the access.
Start collaborating →| Role | Level | What it is for | Can do and not included |
|---|---|---|---|
| Viewer · Default01 | Review | The starting point to consult tax information without changing day-to-day operations. | Can doView invoices and reports · Review information to prepare the work · See the scope of their access in the organisation. Not included: Create or edit invoices · Manage the organisation's members · Access payroll, staff data or Modelo 190. |
| Accountant02 | Work | A management access that the owner or administrator grants explicitly. | Can doWork with the permissions of the accountant role · View members when the work requires it · Take part in the operational flows that are enabled. Not included: Manage your subscription · Change the organisation's certificates · Become the account's owner. |
The relationship also leaves
a record of what changed.
The invitation does not disappear inside an email. Relevant access changes are written to the organisation's audit log.
| 01 | Invitation sent | The owner or admin invites an email address and chooses the role. | Recorded |
| 02 | Access granted | Acceptance turns the invitation into a member of the organisation. | Active |
| 03 | Role updated | The owner or admin can change the access level when the work changes. | Traceable |
| 04 | Access removed | When the member is removed, they no longer belong to the organisation. | Audited |
Access is managed from an organisation; the activity stays tied to that organisation.
Collaborate without opening more than needed.
Verifiable answers on invitations, roles, control and access audit.
Discover Cofactu for gestorías →How do I invite my accountant to Cofactu?
The owner or an administrator of the organisation sends an invitation by email from Members. The invitation lets you choose a role; the default is Viewer (read-only).
Can an accountant with review access change my invoices?
No. The Viewer role can view invoices and reports, but it does not have permission to create or edit invoices or to manage members. If the accountant needs to work in the account, an owner or admin must explicitly grant a role with more permissions.
Can I change the permission later?
Yes. An owner or admin can change a member's role from member management. The system applies the new role to that user's access to the organisation and records the change in the audit log.
What happens if I stop working with my accountant?
An owner or admin can remove that member from the organisation. The removal of access is recorded in the audit log; if that user belongs to other organisations, they keep only those other accesses.
Are the invitation and access changes recorded?
Yes. Creating the invitation, changing a role and removing a member each write an audit entry tied to the organisation.
Invite when you are ready One organisation.
One organisation.
One shared, controlled piece of work.
Start with review access and adjust the working relationship from Members when needed. Control never stops being yours.
Manage members and permissions from your organisation