Share your workspace with your advisor

If you have your own BankSync workspace, you can let your advisor work in it. You keep ownership and keep paying for it. Their staff see it in their own client list, with the role you choose, and never use one of your seats.

Share with your advisor#

1. Open Settings › Advisor access and choose Share with a firm.
2. Enter your advisor's firm code (they'll find it on their Clients page) or their email.
3. Choose Editor (can connect banks, build feeds and edit) or Viewer (can see everything, change nothing).
4. Confirm. BankSync names the advisor before you share. Your advisor then accepts.

If your advisor isn't on BankSync yet, they get an invitation to a free advisor workspace. Once they accept, you confirm them by name before they see anything.

You can share with up to 3 advisors, for example a bookkeeper and a tax agent. The first is your lead, listed first wherever you and your advisors see who you share with. Choose Make lead firm to change it at any time.

Sharing is free on every plan, Free included. Your advisor's staff never use one of your seats, and your plan's bank connections are yours alone.

When your advisor asks first#

If your advisor asks for access, you get an email. Open Settings › Advisor access in the workspace you want to share and choose Approve on their request (or Decline). You choose the role and confirm the advisor by name.

Stop sharing#

Choose Stop access next to the advisor and confirm. Their staff lose access straight away, in the app and through any key or agent. Your banks stay connected, and anything already in their own files stays with them. A share the advisor hasn't accepted yet can be cancelled the same way.

For advisors#

• Your Clients page lists every client under one search and status filter, each marked Client pays or You cover. Clients who pay share their own workspace with you; clients you cover use your plan's bank quota.
• Ask a client for access emails a client who already has a workspace. They approve it from Settings › Advisor access, choosing your role. For a client who isn't on BankSync yet, add them and send a request instead: see Ask a client for bank data and answers.
• Shared clients' banks also appear in your own Banks list, marked with the client's name. They're read-only there: the client manages them in their workspace.
• Your firm code and Team access are at the top of the page. Clients enter the code to share with you; Team access chooses which staff work on which clients. Owners and admins work on every client.
• Removing someone from your team removes their access to every client straight away.
• You can work with any number of shared clients on every plan, and see each client's connection health.
• The client list, with who pays for each client, is also available to scripts as GET /v1/clients and to AI agents as the list_clients tool. Sharing, approving and stopping access stay in the app.
• Your staff can't connect new destinations, create API keys, or see billing in a client's workspace; they use the destinations the client has connected.

Related guides#

• Sharing with an advisor: the confirmation a client gives in a workspace their advisor covers.
• Hand a client over: move a client you cover to paying for themselves.
• Ask a client for bank data and answers: one link, no password.