One link, current records
Share tax summaries, transaction detail, and report downloads from a single focused view.
Accountant access
Create a secure, read-only link to tax summaries, supporting transactions, and PDF reports — then revoke it whenever you choose.
Share with your accountant
Tax summaries, transactions, and PDF reports in one protected view.
Private access link
7 days
Expires
Read-only
Access
Active
Status
API keys, wallet settings, and account controls stay private.
A cleaner handoff
Your accountant sees the current reviewed result in a focused workspace while account settings and connection credentials stay private.
Share tax summaries, transaction detail, and report downloads from a single focused view.
Choose an expiry, see active links, and revoke access immediately from your account.
API keys, wallet settings, billing, profile details, and edit actions remain unavailable.
How it works
Import the relevant history and resolve the transaction issues that affect the tax result.
Choose how long access should remain active and generate a unique read-only URL.
Your accountant reviews the records while you can monitor or revoke the link at any time.
Designed for trust
Accountant Access separates collaboration from account control, so the recipient can inspect the work without changing it.
Share annual gains, losses, income summaries, readiness status, and the calculation context.
Let the recipient inspect the records behind a figure without granting edit permissions.
Make the latest generated PDF available from the same protected view.
The secure link is the credential, so the accountant can review without creating another account.
No. Shared views are read-only and do not expose edit, import, billing, or settings controls.
No. They open the unique shared link directly and do not need your password or their own platform account.
The shared view stops opening. You can create a new link later if the review needs to continue.
Yes. Delete the active link from Tax Pro and it becomes unusable immediately.
A better way to collaborate
Create your account, complete the tax review, and hand the result to your accountant without sharing credentials.
Free for up to 100 transactions
Share with my accountant