Resources for accountants

Guidance for accountants supporting sole trader and landlord clients who use BusyBee Hub.

This is general information, not tax, legal or financial advice for your own situation. See our Terms of Service for what BusyBee Hub does and doesn't do.

Built and tested against HMRC's test service. Connecting to HMRC and sending updates and returns opens once HMRC approves BusyBee Hub for live use.

Getting invited into a client's account

A client invites you
By email, from their Settings → Team.
Already have a BusyBee Hub account?
One click accepts it.
If you don't
The same link lets you create one; no organisation of your own to set up.

What you can see and do

You see everything in a client's account, live: the same numbers they see. You can explain bank transactions, which records the expense, income or payment each one represents, and set up rules, keep journals, prepare and file VAT returns and Making Tax Digital updates, export reports and the accountant pack, and use Finble. You can't raise invoices or bills, add or edit expenses or payments directly, refund a client's customers, or change contacts, projects, properties, settings, the team or the subscription; those stay with the client.

Switching between clients and the My clients page

Every client who invites you appears in the organisation switcher, alongside any business of your own. My clients gathers what needs your attention across all of them (unexplained bank transactions, upcoming deadlines and VAT returns due), so you can see what to do next without opening each one in turn.

Filing through your client's HMRC connection

This isn't filing as an agent; BusyBee Hub doesn't use agent credentials or agent services. Your client connects their own HMRC account, and once you're invited, you can prepare and send VAT returns and Making Tax Digital updates through that connection on their behalf, the same way they would.

Exports and the accountant pack

Every report: CSV or PDF: profit and loss, balance sheet, trial balance, VAT summary, general ledger
Accountant pack: One bundle for year-end review or a handover

Need the how-to?

Accepting a client's invitation, working across clients, and what BusyBee Hub does and doesn't let you do.

Read: Getting started as an accountant

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