Access Tax

Connect Xero, select organisations, and process the Access Accountant Solution model to import data. Administrator or Full Designer access is required

Zap Data Hub – Add or remove Xero companies

Zap Data Hub allows administrators to view how many Designer and Consumer licences their organisation owns, as well as how many of those licences are currently in use

Zap Data Hub – Check your licence allocation

Locate your firm’s tenant name from onboarding communications to construct your tenant‑specific Zap Data Hub login URL

Zap Data Hub – Find your Zap Data Hub URL

Install the Zap Data Hub Data Gateway on the HandiSoft server, confirm the service is running, and test the HandiSoft connector

Zap Data Hub – Install the mandatory Data Gateway for the HandiSoft model

Invite new users to Zap Data Hub, assign roles, and send registration emails.

Zap Data Hub – Invite users to Zap Data Hub

Run a full refresh to update HandiSoft data immediately rather than waiting for the overnight process

Zap Data Hub – Manually processing the Access HandiSoft solution

Run per‑company processing to refresh one or more companies without processing the entire model

Zap Data Hub – Processing a single company

Use the self‑service password reset from the login page when you forget your Zap Data Hub password

Zap Data Hub – Reset your password

Use predefined alert templates in Zap Data Hub to automate notifications such as cash flow or gross margin monitoring

Zap Data Hub – Set up alerts

Easily share your reports with colleagues or stakeholders who don't have access to Zap Data Hub.

Zap Data Hub - Share reports with non-Zap Data Hub users

Two‑factor mobile numbers cannot be changed by users. The Access Group must request the change with the ZAP Helpdesk

Zap Data Hub – Update the mobile number for two factor authentication (2FA)

This article provides a download link to the latest Zap Data Hub user guide

Zap Data Hub - User & Administrator Guide

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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