My Accountant
My Accountant is where your accounting firm meets you inside Bokapsys. Everything the firm asks you for, shares with you or sends you to sign arrives here, and everything you send back reaches them here. You do not need to search your email for links or attachments.
If your business has its own Bokapsys workspace, you use My Accountant in the sidebar. If it does not, your firm can still work with you through the client portal, a separate secure website you sign in to with an email address and password. Both show exactly the same tabs, the same documents and the same conversations - they are two doors into one room.
Before you start
Section titled “Before you start”- Your accounting firm must use Bokapsys and must have invited you. Until then, My Accountant says No accounting firm is connected yet.
- To see My Accountant in your workspace, your role needs the My Accountant permission. Your workspace owner can grant it in Team Management.
The tabs
Section titled “The tabs”My Accountant opens on Everything, which shows every section on one page. Use the tabs to focus on one thing at a time. A tab only appears when it has something in it.
| Tab | What it holds |
|---|---|
| Signatures | Documents waiting for your signature, and a way to send a document to someone at the firm for them to sign. When something is waiting on you, the tab reads To sign with a count. |
| Questionnaires | Questionnaires (the firm calls them organizers) that your firm has sent you to fill in. |
| What we need | The documents your firm has asked for, one line per item, each with its own Upload button. |
| In progress | The work the firm has under way for you, and anything they have written to you about it. |
| Documents | What the firm has shared with you, plus your own folders. |
| Messages | Every conversation with the firm, in one inbox. |
| Your team | The people at the firm who look after your account. |
| Your colleagues | The people at your company who can reach this page. In the client portal, the main contact can invite more. |
| What they can do | In-app only: what the firm is allowed to do in your books. See Firm access. |
Send what your accountant asked for
Section titled “Send what your accountant asked for”Your firm asks for documents with a request - for example “Year end 2026”, listing bank statements, sales invoices and a payroll summary. Each item has its own status: Waiting for you, With your accountant, Accepted, Please resend or Not needed.
- Open What we need.
- Find the item and click Upload.
- Choose the file. The item moves to With your accountant.
- If the firm marks an item Please resend, upload a corrected file against the same line.
Each request has its own message thread, so a question about one item stays with that item. If you miss the due date, Bokapsys sends you reminders on the schedule your firm chose.
Documents
Section titled “Documents”The Documents tab shows two kinds of files side by side:
- From your accountant - folders and files the firm has chosen to share with you. You can open and download them.
- Your own - folders you create and files you upload. These are Private until you share them. Nobody at the firm can see them until you do.
To share, click Share with your accountant on a file or a folder. Sharing a folder shares everything inside it, including files you add later; those show Shared · via folder. To take it back, click Stop sharing with your accountant. Bokapsys tells you how many folders and files your accountant will lose sight of before you confirm.
Uploading again onto an existing document adds a new version; earlier versions stay available. A document you delete goes to the Bin, where you can restore it.
Messages
Section titled “Messages”Messages works like an email inbox: conversations on the left, the selected conversation on the right, with every message labelled by the person who wrote it.
- To start a new conversation, click + above the list, give it a Subject, choose who at the firm it is for, and write the First message.
- To find something, type in Search conversations.
- To keep a conversation at the top, pin it. Pins are personal - pinning never moves a conversation for anyone else.
When the firm writes to you, you get an email and, if you have a workspace, an in-app notification. Notes the firm keeps for itself never appear here.
Signatures
Section titled “Signatures”When the firm sends you something to sign, it appears under Signatures and you also receive an email. Open it, read the document, then sign by drawing your signature (Draw) or typing your full name (Type). You can also Decline and say why.
You can ask the firm to sign something too - an NDA or a bank mandate, for example.
- Open Signatures and click Ask [your firm] to sign.
- Choose the document, pick Who should sign, and add a Title and Message.
- Send it. You are emailed when the firm signs or declines.
Once a document is signed by everyone, download the signed copy from the same tab. It includes a certificate page recording who signed and when. While a request you raised is still open, you can withdraw it.
Questionnaires
Section titled “Questionnaires”At year end, or when you first start working together, your firm may send a questionnaire. It opens under Questionnaires.
- Click Start (or Continue if you have begun).
- Answer the questions. Some questions only appear when an earlier answer makes them relevant.
- Click Save for later to stop and come back, or Send to my accountant when every required question is answered.
If the firm sends it back with a note, it reopens so you can change your answers and send it again.
Your team
Section titled “Your team”Your team shows the people at the firm who work on your account, what each of them does, who is Your main contact, and who Works in your books. Each person has a button to message them directly.
If you work with two firms
Section titled “If you work with two firms”A workspace can have more than one accounting firm - a bookkeeper and a tax accountant, for example. A picker at the top of My Accountant switches between them. Each firm has its own documents, requests and messages; nothing is shared between firms.
Using the client portal without a workspace
Section titled “Using the client portal without a workspace”If your business does not have a Bokapsys workspace, your firm invites you to their client portal instead.
- Open the invitation email from your accountant. It contains the portal sign-in address and a temporary password.
- Go to the address and sign in with the email the invitation was sent to and the temporary password.
- Choose your own password when asked. The temporary password stops working once you do, and expires after seven days if you never use it.
- Sign in with your own password from then on.
If you forget your password, click Forgot your password? on the sign-in page and then Email me a link. The link lets you choose a new password and expires after an hour. After several wrong passwords in a row, the portal locks sign-in for a short while.
Emails about new requests, messages and questionnaires take you to the sign-in page. They never sign you in on their own, so a forwarded email cannot give anyone else access.
Inviting colleagues
Section titled “Inviting colleagues”The firm’s main contact at your company also sees Your colleagues and can click Invite a colleague. The colleague is emailed their own sign-in details and a temporary password. They can upload documents, answer questions and read messages, but cannot invite anyone else. The main contact can resend an invitation or remove a colleague at any time.
Once your company has its own Bokapsys workspace, colleagues join through Team Management instead and reach the same place under My Accountant.
Moving from the portal to a workspace
Section titled “Moving from the portal to a workspace”If you start in the client portal and later open a Bokapsys workspace with the same email address, your history comes with you. Every document, request and message your firm already sent appears under My Accountant.