Account Sharing & Accountant Portal
Grant secure view-only and invoice-export access to your external accountant and partners; eliminate month-end receipt scanning and paperwork chaos forever.
Module Capabilities & Overview
Seamlessly share accounting ledgers, transaction histories, and e-invoices with your external CPA or tax advisor without ever sharing administrative passwords. Send an encrypted email invitation to grant instant access to a dedicated collaborator workspace.
Accountants can independently download official statement files, VAT summaries, and invoice archives in Excel, PDF, or XML formats without permission to alter or delete core financial records. Assign executive summary read-only views for company partners and investors, backed by a comprehensive immutable audit log recording every single login and document download.
Key Business Advantages
Every transaction entered in this module immediately reflects in customer ledgers, cash balances, and accountant reports across all your connected smartphones and web browsers.
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