Accounting follow-up for the other (as a relative, not an accountant)

Hello,

Giel here from the Dexxter team!

That is indeed the correct way to proceed :) I viewed it and the connection has been made! You can now log in to your account as an advisor and see your daughter among your dossiers. You can then click on the actions to 'impersonate' her file, which basically means that you can view her file as if you were logging in to her own account.

If you are in her account while "impersonating" her (we should find an alternative name for that :)) and you want to go back to your own portal as an advisor, click on her initials (top right) and then click on the icon from a man to go back to your own profile.

Let us know if something doesn't work! Feel free to contact our support, which is a faster channel for getting feedback. You can find it at the top right.

If a non-accountant and family member – as in the case above – wants to do the accounting for me in Dexxter, do they also need to have a paying account?