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BizHub365
Customer portal

Accountants

How do I approve a connection request from a business?

Approve (or decline) pending requests on the Accountant Dashboard, then switch into the client. 1. Open the **Accountant Dashboard**. 2. Under **Pending Connection Requests**, review the business and message. 3. Click **Approve** to link, or **Decline** to reject. After approval you can **Switch to Client** from your dashboard.