Use these steps to add your accountant as "Read-Only" to your online banking
How to Add a User to your Online Business Suite
- Go to https://www.bankofamerica.com/smallbusiness/
- Select the Small Business tab
- Select Account Permissions
- Select Add new user
- Enter the new user’s details then select OK
- On the left-hand side select Account & Services (or, select the Continue to Accounts & Services button)
- Select which services the user will have access to.
We only need "View Access" (also sometimes referred to as inquiry access or basic access) this allows a user to only view account balances and activity, of the selected accounts.