How to invite us to your Xero account

We will need to be added to your Xero account as an accountant user in order to review your file and prepare a proposal for you.


Follow these steps to invite to your Xero file, so that we can perform a file review and prepare your proposal. 


Click on the organization name, select Settings, then click Users.

Step 1 - Add an accountant user to Xero

Click Users


Click Invite a user Invite a User


Enter our information:

First Name: Myteam Last Name: Accountingprose


Add Details


Select our permissions (Access = Advisor) and click Send Invite.

Send Invites