Contacting a provider in the directory
Find a bookkeeper, accountant, tax agent or financial advisor, send them a message through the directory, and what happens to your details.
1 min read
On this page
The directory lists financial professionals: bookkeepers, accountants, tax agents, advisors and other firms, for people and businesses. You do not need a BankSync account to use it.
Contact a provider
Find one
Open banksync.io/directory and filter by the service you need and your region.
Open their page
Read what they offer, where they work and their rate note.
Send a message
Fill in the form with your name, email and message. A quick check confirms you are a person.
The provider receives your message by email and replies to you directly. You never see their email address, and they see yours only so they can answer.
Your details#
BankSync keeps your name, email and message so the provider can find your enquiry later, for up to 24 months. It is never shown publicly and is not used for anything else.
If sending fails#
To stop spam, each person can send a few messages an hour, and each provider receives a limited number a day. If you are told to try later, wait an hour. If the check that you are a person fails, reload the page and try again.
Related#
Use this page with your AI assistant
Every BankSync doc is available as plain Markdown for agents and LLMs.