How To: Grant An Accountant Access to WinWeb Online Accounting Software


WinWeb Online Accounting Software is designed with your business in mind; so we make it easier than ever to collaborate with an accountant online. Just follow these easy steps and your accountant will have access to your Online Accounting Software in minutes.

WinWeb Online Accounting Software

Simply log-in to your WinWeb console and click on the Contacts CRM icon at the top of the screen. This will take you to your Contacts CRM module, which is included with your Online Accounting Software.

Winweb Console - Contacts CRM 2

Once in your Contacts CRM system, simply click on the name of your accountant in order to change their ability to view the information within your Online Accounting Software.

Winweb Console - Contacts CRM 3

The click on the “User Setup” tab. This is where you can grant your account access to various elements of your WinWeb Small Business Software.

Winweb Console - Contacts CRM 4

Change the user setting to “standard user” by clicking on the tick box on the left side of the window.

Winweb Console - Contacts CRM 5

You can then choose which aspect of your Online Accounting Software you would like to grant your accountant access to.

Full online collaboration with an accountant really is simple with WinWeb Online Accounting Software.

Your Business. Like Clockwork Social Media And Your Business - Flip The Switch Business Cloud. Integrated. Persalized. Customized. The way you like IT Has Your Cloud Strategy A Cog Missing? Start a business in 60 seconds! Make the leap...
Free Cloud Computing eBook

Some WinWeb products, services, features may not be available in all territories, availability and features of products, services may change without notice. Compatible hardware and internet connection may be required for some WinWeb products and services.

Terms and Conditions apply, go to for more information. Prices exclude any form of applicable sales tax, i.e. GST and VAT - and special conditions may apply, i.e. per user per month, one off pricing, etc. All rights are reserved. E&OE.