A2X Partner Program for Accountants and Bookkeepers

A2X is designed for accounting and bookkeeping firms to make reconciling easy and accurate.

A2X Overview for Accountants and Bookkeepers

Overview with tips and tricks for Accountants and bookkeepers setting up their first A2X account for their Amazon or Shopify client

Accounting & Bookkeeping Firms - Getting Started with A2X

A2X is designed to enable one user to manage many clients and one client to have many users. Below is the summary of A2X's user management.

Accounting Firms - Summary of A2X user management

Partner Dashboard

This view gives accounting partners a summary of all their accounts

Partner Overview

This article outlines how to set up a team (made up of A2X users) and then how to go on and link this team to your client's accounts.

Teams for Accounting and Bookkeeping Firms

Outlines how to add at team when the A2X account admin is the client.

Teams - How can I link a team when my client is the account admin?

Understanding and Leveraging Team Member Statuses for Efficient Workflow

Benefits of A2X Team Roles for Accountants and Bookkeepers

Iona Bird

Getting Started for Accounting Firms and Bookkeepers

Find answers and get help from Intercom Support and Community Experts

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