Did you receive an email "Bessa Kassa: Einladung zu ‹partner›"? Then a customer or a colleague has added you on bessa as a staff member of a tax advisory firm or a reseller. Here is how to set your password and open your customers' accounts.
Set your password
-
Click the link to set your password in the email.
-
Set your password in bessa Manager.
-
Sign in to bessa Manager with your email address and the new password.
The link is valid for three days. If it has expired, request a new one via Forgot password on the Manager sign-in page — see Forgot Password.
The email never contains a password. Do not share your password with colleagues — every person gets their own access, invited by an administrator of your partner. The reasons are under One personal access per staff member.
Select a customer's account
Your access is linked to all customer accounts connected to your partner. To switch between them:
-
In bessa Manager, click the account icon at the top right and select Change account.
-
Search for the account by name or External customer number.
-
Select it and click Save.
More under Change Account.
What you see
That depends on your partner:
-
Tax advisory firm: you read your clients' reports and exports and maintain their chart of accounts. You cannot change any other data. Details under Access for Tax Advisors.
-
Reseller: you have reseller access to the customer accounts assigned to your reseller.
If an account you expect is missing, the customer has not connected your partner yet. Ask them to do so under Partner access.
You are an administrator
If you were invited as an administrator — or received the invitation for a newly created firm — you invite your colleagues yourself. See Manage Staff.
Frequently Asked Questions (FAQ)
I did not receive an email. Check your spam folder. Otherwise ask your partner's administrator to invite you again — the invitation is then sent once more.
I work for two firms. Can I use one email address? No. A bessa access belongs to exactly one partner. Use a different email address for the second partner.
I am leaving the firm. An administrator of your partner removes your access. Access to all customer accounts ends immediately.