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TripLog for Accountants - Invite Accountant
TripLog for Accountants - Invite Accountant

How a client can invite their accountant to view their data.

Updated over a week ago

Setup for Clients

If you are a business owner who wants to use TripLog to track business mileage and transactions and seamlessly connect with your accountant, please first register an account with TripLog if you have not already done so, then follow these instructions:

1. Please sign in to and navigate to the TripLog Web Dashboard by clicking ‘Dashboard’.

2. Once there, please click ‘TripLog for Accountants’ in the top right corner. You should then see the following pop-up:

3. Click ‘Invite your accountant’

4. Enter your accountant’s first name, last name, and email address in the appropriate fields

5. If you would like to send a custom subject line and email content to your accountant to explain why you want them to use TripLog for Accountants, you may do so by entering the subject line and content in the circled fields below:

6. Press ‘Send Invite’ to invite your accountant to TripLog. Upon receiving the email, your accountant will be presented with a link to register a new TripLog account (or log in to TripLog if they already have an account) and connect their account with your account to enable the TripLog for Accountants features. The email and link will be very similar to those described in step 7 and 8 in the ‘Setup for Accountants’ section. The accountant should see a similar yellow banner when they register or log in (see ‘Setup for Accountants’ section)

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