Giving Your Accountant Access to Your Accounting Software
Many sole proprietors keep their day-to-day books themselves, but have an accountant review their tax return or annual accounts. The collaboration often breaks down over logistics: Excel files by e-mail, receipts in a folder, mismatched versions. There’s a better way.
The classic problem: sending files back and forth
Without shared software access, the collaboration usually looks like this:
- You export your accounting as Excel or PDF
- You send receipts one by one or in a ZIP folder
- Your accountant works from a copy that may already be outdated by the time it’s sent
- Questions go back and forth by e-mail, often with delays
That costs time on both sides – and increases the risk of errors from outdated or incomplete data.
The alternative: direct access to the same software
When your accountant has direct access to your accounting software, they see the same data you do – in real time, no export needed. In practice, that means:
- No outdated copies – your accountant always sees the current state
- Direct questions – if an entry is unclear, they can check it directly in the software
- Less work for you – no more manually exporting and sending files
- Faster closings – your accountant doesn’t have to wait for your next e-mail
What to look for when choosing software
Not every accounting tool makes this easy. Look for:
- Unlimited or low-cost additional users – some providers charge per extra user, which rarely pays off for a single sole proprietorship
- Roles and permissions – your accountant doesn’t necessarily need access to everything
- Export functions – in case your accountant prefers to keep working with their own tools
Effizo offers unlimited users at the same flat price – your accountant gets full access, at no extra cost to you.
How to set up access
- Invite your accountant via user management using their e-mail address
- They get their own login and see your day-to-day accounting directly
- If they have questions, they can check receipts and entries themselves
- At year-end, they export what they need directly from the software
Conclusion
Working with your accountant doesn’t have to run through e-mail attachments. With direct software access, both sides save time, reduce sources of error, and always have an up-to-date view.
Effizo offers unlimited user access at a flat price – ideal for working with your accountant. Also check out our tips for organizing your accounting.