How it works
- 1Invite your accountantEnter their email. They get a secure link, with no access to change anything.
- 2They see your booksPaid invoices, expenses, mileage and quarter totals, with downloads.
- 3Notes both waysThey ask about a receipt; you reply or snap it straight from the alert.
- 4Checklists at year endThey send a list of what they need and you tick it off.
What's included
- Read-only, revoke any time
- Quarter and tax-year views
- Two-way notes
- Checklists with due dates
- Missing receipt alerts
- Accountant partner perks
Common questions
Can my accountant change anything?
No. Access is read-only. They can leave notes and checklists, but can't change your figures.
Does my accountant need to pay?
No. Accountant access is free, and accountants can manage several clients from one login.
Can I remove access?
Yes, any time from your profile.
Part of the Instant toolkit
Quotes, invoices, diary and tax, all in one app
Instant Accountant comes with everything else in Instant-Estimate, from photo-and-voice quotes to getting paid.
Start freeTry it FREE. Upgrade when it pays for itself.