How do I navigate my Accountant Dashboard? – Bluevine Help Center

The Accountant Dashboard enables Accountants to access multiple client’s Bluevine accounts, as well as their own Bluevine account via our all in one single login experience¹. To access the Accountant Dashboard, you must be invited to access your client’s account and be designated as an external accountant. You can also sign up for the dashboard by visiting our accountant sign-up page.

For information on how Bluevine account holders can invite an Accountant to access their account, visit our support article titled How do I manage my additional users?

Accountant Dashboard

After successfully signing up, you can sign in to your Bluevine Dashboard. You’ll see a quick view of the clients you’re registered as an accountant for. You can select which client’s account you would like to view by clicking on it in the dashboard.

Note: If you are a Bluevine customer, or an Authorized User on another account, you will also see a quick view of those accounts on the dashboard.

You can also easily download the latest statement for an account by clicking the download icon next to each account.

Download Bulk Statements

You can download statements in bulk through your Accountant Dashboard by following these steps:

Sign in to your Bluevine Dashboard
Select the blue Download Statements button
Select the checkbox if you’d like to export check images
- If selected, this will download a pdf of the front and back of all inbound and outbound check images
Select the time period for the statements you would like to download
- You can select between last month, last 3 months, last 6 months, last year, or select a custom time period
- If you’re selecting a custom time period, check the boxes of which month(s) of statements you would like to download
Check the boxes next to which client accounts you would like to download statements from
Select Download

If you’re downloading a single month statement the file will download as a PDF. If you’re downloading statements for more than one company, or more than one month of statements, the statements will download as a zip file organized by company/month.

Invite Client for a Bluevine Business Checking Account

If you’d like to invite one of your clients to apply for a Bluevine Business Checking account you can select + Invite Client on your Accountant Dashboard. From here, you can easily copy your referral link and send it to your client so they can apply².

Note: Your client will need to add you as an Accountant user on their account before you can have access. For more information about user types and permissions, visit our article titled How do I manage my additional users?

Inviting additional accountant users

If your firm has multiple accountants who serve Bluevine clients, you can invite them to access your Accountant dashboard by following these steps:

Sign in to your Accountant dashboard
Select the Settings icon in the upper right-hand corner
Select the Account Access tab
- Only the firm admin and co-admin have access to this tab and the ability to invite additional accountant users. Check out our Accountant dashboard roles & permissions article for more information.
Select Invite user
Enter the required information into the First name, Last name, and email fields
Choose a role for the new accountant user
- For information on user types for the accountant dashboard, check out our Accountant dashboard roles & permissions article
Select the checkbox to accept the Additional User terms and conditions
Select Invite
Select Done on the confirmation screen

The additional user will receive an email with instructions to sign up and create a unique sign in. Invitations expire after 14 calendar days. If you need to resend an invitation to the user, see the steps for Managing additional users

Managing additional users

If you’re the firm admin or a firm co-admin, you can edit, resend invitation and delete firm members by following these steps:

1. Sign in to your Accountant dashboard
2. Select the Settings icon in the upper right-hand corner
3. Select the Account Access tab
4. Locate the user to edit or delete
5. Click the three dots next to their name
6. Choose between Resend invitation, Edit profile, or Delete
  - Resend invitation will only appear for users that are in “Invited” or “Invitation expired” status
  - Select Edit profile, to edit the user’s first name, last name and their role
  - Select Delete, to delete the user from the Accountant dashboard. This will remove their access to the Accountant dashboard and all of the associated client accounts.

Managing client access

If you’re the firm admin, or firm co-admin, you can request and edit client access from the dashboard by following these steps:

Sign in to your Accountant dashboard
Select the three dots next to which client you’d like to manage
Choose Edit access
Select the three dots next the accountant user you’d like to edit access for
Choose between Remove access and Request access
- Select Remove access, to remove the user from accessing the client’s account
- The client administrator, firm admin, and all co admins will all receive confirmation emails that the user was removed
- Select Request access, to have an email sent to the client admin requesting to add the user as an accountant

Removing clients from the dashboard

If you’re the firm admin or co-admin, you can remove clients from the dashboard by following these steps:

Sign in to your Accountant dashboard
Select the three dots next to which client you’d like remove
Select Remove client
Select Confirm on the confirmation screen
- Note: removing the client may result in all accounting firm users losing access to the client and any partner attributions the firm has with the client.

1 Clients are fully responsible for all activity and actions taken by any Additional User, as well as adherence to all terms and conditions. Bluevine and its partners are not responsible for any Additional User action or activity.
2 Application is subject to approval.