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Contacting the accountant

Open a request, reply and share files for your company.

Open Accounting → Accountant to exchange messages and files with your company's accountants. You need the Reneva service included in your plan or with an active paid period (an active private connection works without it) and permission to edit Documents to open a ticket or reply. Conversations belong to the selected company and recipient. The entry stays hidden until a connection is accepted or the Reneva service is active; a pending invitation is not enough and history remains.

Invite an accountant

As an administrator use Create and invite user in Users, choose the Accountant role and enter Email and Companies, including all. Invite an accountant, on the Accountant page, shows only Email and Companies: the role is fixed (The Accountant role has fixed and configurable permissions).

An existing account with a verified email is connected immediately to the selected company. Otherwise they receive an invitation: the connection becomes active after registration and verification, with no separate acceptance step. The same person works with multiple companies from their portal.

New ticket

Select New ticket, enter a Subject (short, to find the request later) and Message, then Open the ticket; you can attach files in the dialog. A single recipient is fixed; with distinct channels choose whom to contact. The included service and private connections keep separate conversations.

Reneva service expired

If the Reneva accountant's paid period has ended, choosing it shows a notice (also when opening one of its conversations) and Open the ticket is unavailable: choose another recipient, since external accountants are independent. History stays read-only but the service can no longer work in the company. A private accountant keeps the assigned permissions until you remove them from Companies and users; after removal history remains.

Write a message

Open a ticket from the list, write in Message and select Send: replies and file requests appear in the same conversation. The first page shows the most recent messages, the other pages earlier ones; after sending you return to the latest exchange. The email update link takes you to the conversation after you sign in; reply from the ticket in the app.

Attachments

Add files before sending, with Attach or by dragging them into the chat: up to 10 per message, 5 MB each; if a format is not accepted use a PDF or a supported image. Files stay under the message as green links: open the name to view or download. If a file is no longer available you can ask for it to be attached again.

Close ticket

Only the accountant closes a ticket, which remains available to read; Reopen ticket resumes the exchange while the service is in your plan or the private connection is active. The sidebar shows the accountant's name and subject; Open, Closed or All filter and Search also finds words in messages.

If the private connection is revoked, its open tickets close and the accountant gets a notice; if you lose the service or connection, earlier messages and attachments stay read-only. A new connection to the same person does not reopen tickets from the revoked connection.

Accountant portal

The accountant works from their portal, which opens Ticket. Registration requires a valid invitation; available companies are those that granted access and, when enabled, those of the Reneva service. Instructions are in the portal guide: Tickets with clients, Clients and files and Practice, profile and app.

See also