How to Add an Admin, Accountant, or Bookkeeper to Your Account

ZimpleMoney offers two ways to bring others into your account: inviting new members to the platform, and delegating access to your existing account for CPAs, accountants, bookkeepers, trust departments, custodians, or other authorized parties.

Inviting a New Member

1. Go to Account > Invite New Member.
2. Enter the email address of the person you want to invite, along with an optional short message.
3. Click Invite Member.

The invited person receives an email with a link to register on ZimpleMoney.

Delegating Account Access
This feature is designed for CPAs, bookkeepers, trust departments, custodians, or other authorized third parties who need to manage one or more accounts on your behalf. Each managed account requires written authorization, and additional agreements must be executed by both parties before this tool is activated. Contact support@zimplemoney.com to set this up.

Access Types for Delegated Users

• Full Access: The managing member has complete control of the client's account, able to create or modify contracts, make payments, and edit ledger entries just as the client would.
• View Only: The managing member can view all screens and generate reports but can't make any changes to the account.