For tax returns and obligations
Give Your Accountant Access, Not a Headache
The purpose of accountant access is straightforward: when it is time for your tax return or to meet your tax obligations, your accountant can log in and see your information in one place. No second-guessing how much you've earned, how much you've spent, or where your receipts are.
That is useful for both of you. You can make sure they have all the right information, and the latest information, without emailing exports back and forth or wondering whether something got missed. You decide exactly what they can see, and you can change or remove that access any time.
- Share without email attachments
- You choose what they see
- Always current, not a snapshot
- Revoke access any time
What You Control
- Exactly what your accountant can see — share as much or as little as you want
- Access on your terms, revocable any time, not a permanent handover
- Always-current data, not a snapshot that's already out of date by the time it's opened
- No spreadsheets, no email attachments, no version confusion
What It's For
At tax time your accountant needs a complete picture: income, expenses, receipts, and how everything lines up. Accountant access puts that in one place inside the app, always current, so they are not piecing it together from bank statements, spreadsheets, and email attachments you sent weeks ago. You share what they need, check that nothing is missing, and leave them to work on the return.
Built on the Same Privacy Approach as Everything Else
Sharing access doesn't mean losing control. You choose what's visible, your accountant never gets your login, and you can remove their access whenever you want — the same principle behind everything else in the app: your data, your terms.
Make Tax Time a Non-Event
Start a 28-day free trial and set up accountant access in minutes.
General information only, not personal financial advice. Read the FAQ