GST Practitioner Access — Reports-Only Login
If you have a GST Practitioner or CA who files your GST returns, you can give them a dedicated login that allows them to view reports and download data without being able to create or edit invoices.
What a GST Practitioner Can Access
| Feature | Access |
|---|---|
| GSTR-1 Report | ✅ View & Export |
| GSTR-3B Report | ✅ View & Export |
| Sales Register | ✅ View & Export |
| Purchase Register | ✅ View & Export |
| Inward Supply Import | ✅ Upload & Reconcile |
| Invoices (create/edit) | ❌ Not accessible |
| Customers (create/edit) | ❌ Not accessible |
| Company Settings | ❌ Not accessible |
| Plans & Billing | ❌ Not accessible |
Setting Up a Practitioner Login
- Go to Settings → GST Practitioners.
- Click + Add Practitioner.
- Enter the practitioner's email address and optionally their name.
- Click Send Invite.
The practitioner receives an invitation email. They set their own password and log in at the standard BillYantra login page. Their account automatically has the Practitioner role — they see only the Reports section.
Multiple Business Access
A GST practitioner who manages multiple clients can be linked to more than one BillYantra account. When they log in, they see a "Switch Business" option in the top navigation to jump between accounts without logging out.
Removing a Practitioner
Go to Settings → GST Practitioners, find the practitioner, and click Revoke Access. Their login is immediately disabled for your account (they retain access to other client accounts they are linked to).
Security: Practitioner accounts are view-only — they cannot raise invoices, record payments, or modify your settings. All their actions are logged in the Audit Log.
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