---
title: Set up accountant/Bookkeeper Dashboard
description: To get started, accountants/bookkeepers should first set up the Accountant Dashboard. Watch the video or follow the steps below to learn how to do this:
---
[Skip to content](https://help.veem.com/hc/en-us/articles/7021274562579-set-up-accountant-bookkeeper-dashborad#main-content)
English
Show submenu for translations
[Customer portal](https://help.veem.com/tickets-view?hsLang=en)
[](https://www.veem.com/)
Open main navigation
Close main navigation
- English
Show submenu for translations
- [Customer portal](https://help.veem.com/tickets-view)
- [Contact us](https://www.veem.com/contact/)
[Contact us](https://www.veem.com/contact/)
How can we help you?
- There are no suggestions because the search field is empty.
1. [Help Center](https://help.veem.com/?hsLang=en)
2. [Accountant and Bookkeepers](https://help.veem.com/accountant-and-bookkeepers?hsLang=en)
# Set up accountant/Bookkeeper Dashboard
## To get started, accountants/bookkeepers should first set up the Accountant Dashboard. Watch the video or follow the steps below to learn how to do this:
**Step 1:** To begin the sign-up process, please visit the accountant page at this link: https://www.veem.com/accountants/
***Note:** If you choose not to use Intuit or Google to create your account, you will be asked to create and confirm a password for your Veem account.*
**Step 2:** You will be prompted to set up 2FA for enhanced security. If you prefer, you can skip this step and complete it at a later time.
**Step 3:** Select "***Accounting Firm***" as the type of account you want to create.
On this page, you will need to provide the following details:
- Legal Name
- Address
- Phone number
- Tax ID number
- Business Name
**Step 4:** Tell Us About Your Business
Simply choose your answer from the drop-down options.
**Step 5: Lastly, select your preferred method of getting started, whether it's by accessing the Accountant Dashboard or the Business Dashboard.**
That's it! Clients also have the option to invite their Accountants/Bookkeepers on Veem and seamlessly add them to their accounts as users. This makes it incredibly convenient to manage their accounts and transactions with ease.
**Next:** [Invite your Client(s)](https://help.veem.com/hc/en-us/articles/7025184537875-how-to-invite-clients-to-veem-as-an-accountant-bookkeeper?hsLang=en)
- [Product Updates](https://help.veem.com/product-updates?hsLang=en#main-content)
- [Changes to Veem Account | September 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-september-2026)
- [Changes to Veem Account | August 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-august-2026)
- [Changes to Veem Account | July 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-july-2026)
- [Changes to Veem Account | April 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-april-2026)
- [Changes to Veem Account | January 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-january-2026)
- [Changes to Veem Account | October 2025](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-october-2025)
- [Changes to Veem Account | May 2025](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-may-2025)
- [Changes to Veem Account | April 2025](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-april-2025)
- [Changes to Veem Account | January 2025](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-january-2025)
- [Changes to Veem Account | December 2024](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-december-2024)
- [Changes to Veem account | September 2024](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-september-2024)
- [Changes to Veem account | July 2024](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-july-2024)
- [Changes to Veem account | August 2023](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-august-2023)
- [Changes to Veem account | January 2023](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-january-2023)
- [Changes to Veem account | July 2022](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-july-2022)
- [Changes to Veem account | June 2022](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-june-2022)
- [Changes to Veem account | May 2022](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-may-2022)
- [Veem Wallet](https://help.veem.com/veem-wallet?hsLang=en)
- [Virtual Bank Account](https://help.veem.com/virtual-bank-account?hsLang=en)
- [Veem Virtual Card](https://help.veem.com/veem-virtual-card?hsLang=en)
- [Security and Compliance](https://help.veem.com/security-and-compliance?hsLang=en)
- [Accountant and Bookkeepers](https://help.veem.com/accountant-and-bookkeepers?hsLang=en)
- [Getting Started for Business](https://help.veem.com/getting-started-for-business?hsLang=en#main-content)
- [Getting Started - Business Account](https://help.veem.com/getting-started-for-business?hsLang=en#getting-started-business-account)
- [Getting Started for Contractors](https://help.veem.com/getting-started-for-contractors?hsLang=en#main-content)
- [Getting Started - Individuals, Contractors and Sole Proprietorship accounts](https://help.veem.com/getting-started-for-contractors?hsLang=en#getting-started-individuals-contractors-and-sole-proprietorship-accounts)
- [Veem Integrations](https://help.veem.com/veem-integrations?hsLang=en#main-content)
- [Xero](https://help.veem.com/veem-integrations?hsLang=en#xero)
- [Zapier](https://help.veem.com/veem-integrations?hsLang=en#zapier)
- [Integrations FAQ](https://help.veem.com/veem-integrations?hsLang=en#integrations-faq)
- [Netsuite](https://help.veem.com/veem-integrations?hsLang=en#netsuite)
- [QuickBooks](https://help.veem.com/veem-integrations?hsLang=en#quickbooks)
- [Signing Up on Veem](https://help.veem.com/signing-up-on-veem?hsLang=en)
- [Account Management](https://help.veem.com/account-management?hsLang=en#main-content)
- [Manage your Veem Account](https://help.veem.com/account-management?hsLang=en#manage-your-veem-account)
- [Updating Banking Information](https://help.veem.com/account-management?hsLang=en#updating-banking-information)
- [Updating the Account](https://help.veem.com/account-management?hsLang=en#updating-the-account)
- [Beneficial Ownership Information](https://help.veem.com/account-management?hsLang=en#beneficial-ownership-information)
- [Veem Basics FAQ](https://help.veem.com/veem-basics-faq?hsLang=en)
- [Sending Payments](https://help.veem.com/sending-payments?hsLang=en#main-content)
- [Payment Tracker](https://help.veem.com/sending-payments?hsLang=en#payment-tracker)
- [Mass Pay](https://help.veem.com/sending-payments?hsLang=en#mass-pay)
- [Payments FAQ](https://help.veem.com/sending-payments?hsLang=en#payments-faq)
- [Pay Direct](https://help.veem.com/sending-payments?hsLang=en#pay-direct)
- [Guest Pay](https://help.veem.com/sending-payments?hsLang=en#guest-pay)
- [Pay with Credit Card or Debit Card](https://help.veem.com/sending-payments?hsLang=en#pay-with-credit-card-or-debit-card)
- [Pay with Veem](https://help.veem.com/sending-payments?hsLang=en#pay-with-veem)
- [Receiving Payments](https://help.veem.com/receiving-payments?hsLang=en#main-content)
- [Get Paid with Veem](https://help.veem.com/receiving-payments?hsLang=en#get-paid-with-veem)
- [Instant Deposit - Debit Card](https://help.veem.com/receiving-payments?hsLang=en#instant-deposit-debit-card)
- [Payment Troubleshooting](https://help.veem.com/payment-troubleshooting?hsLang=en#main-content)
- [Bank Information Tips & Updates](https://help.veem.com/payment-troubleshooting?hsLang=en#bank-information-tips-updates)
- [Payment Troubleshooting FAQs](https://help.veem.com/payment-troubleshooting?hsLang=en#payment-troubleshooting-faqs)
- [How - To Videos](https://help.veem.com/how-to-videos?hsLang=en)
- [Payment Tracker Statuses](https://help.veem.com/payment-tracker-statuses?hsLang=en)
[](http://www.veem.com/https://www.veem.com/?utm_source=hubspot&utm_medium=email&utm_campaign=email_marketing)
1160 Battery Street,
Suite 100
San Francisco, CA 94111
Copyright © 2026, Veem Inc