Accountant Portal
Your accountant sees everything they need
Give your accountant time-limited, read-only access to your financial dashboard. No more emailing spreadsheets back and forth.
AvailableAccountant Portal Features
Time-limited access
Grant your accountant access for a specific period. Access expires automatically.
Read-only dashboard
Accountants see your KPIs, forecasts, and reports — but can't modify anything.
CSV export
Accountants can export reports in standard formats for their own tools.
Multi-client support
Accountants managing multiple clients can switch between dashboards easily.
How it works
- 1
Invite your accountant
Enter their email and set an access expiration date.
- 2
They receive a secure link
A unique, time-limited access token is generated and sent via email.
- 3
Collaborate in real time
Your accountant views your latest financial data whenever they need it.
Accountant Collaboration FAQ
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