What this guide covers
Account brings together the controls that shape how SimpleTaxFlow contacts you, automates routine categorisation, and handles your information.
1. Choose useful notifications
Review deadline alerts and digest settings in Account. Keep the reminders that help you act on time and turn off only the channels you no longer want to receive.
Open Account2. Create careful categorisation rules
Add an always-categorise rule only for a supplier or description that reliably maps to one category. New expenses can use the rule before an AI suggestion, so avoid broad wording that could catch unrelated purchases.
Manage category rules3. Review security and connected access
Check your login email, provider connections, and accountant access. Disconnect services or revoke accountant access when they are no longer needed, without deleting the underlying business records.
Read accountant access4. Export or request deletion of data
Use Your data to download a copy of information or begin a deletion request. Keep any records you are legally required to retain before closing access to them.
Review privacy informationBefore you move on
- Notification choices match how you want to be contacted
- Categorisation rules are specific enough to be reliable
- Provider and accountant access are still appropriate
- Required records are retained before any deletion request
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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