Features
Stop emailing your accountant spreadsheets
What it does
What can they actually see?
Invoices, payments, credit notes, costs and the reports. Not your customers' details beyond what is on an invoice, not the diary, not your staff, not your settings. It is the financial half of the business rather than a read-only copy of everything.
Does it expire?
Yes, on a date you set, and the page warns you before it does rather than silently cutting them off mid-quarter. An access that never expires is one that is still live three years after you changed accountants.
Can I take it away?
Immediately, in one press, without ringing anybody or raising a ticket. If their access and your relationship end on the same afternoon, that should be a thing you can do yourself.
Is it better than just exporting everything?
For most of the quarter, yes — they look at live figures rather than a file that was true a fortnight ago, and nobody is re-sending anything. The export and the year-end records pack are still there for when they want a file of their own.
Do I have to give them one?
No. Plenty of businesses send the year-end pack and nothing else, and that is a perfectly good arrangement. The sign-in exists for the ones whose accountant wants to look during the year rather than after it.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
They cannot file anything from it. There is no submission to HMRC or Companies House.
They cannot edit your records. It is access to look, not a second set of hands in the books.
There is no multi-client dashboard for a practice. Each business's access is its own sign-in rather than a portal across all their clients.
It does not replace your accounts package. Xero, QuickBooks or Sage is still where the books live.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
Give your accountant a sign-in
Your accountant can sign in and see the money without seeing your customers, your diary or your job photos. Access runs for twelve months and then stops on its own.
The year-end records your accountant asks for
One file with the records behind your figures — and an honest list of what is not in it.
Take a copy of everything
Download your customers, quotes, jobs, invoices and payments as spreadsheets — for your accountant, for your own records, or to take with you.
Make a role of your own
Name the jobs your people actually do — scaffolder, labourer, estimator — and say once what each of them can see.
Questions, answered
Can my accountant have their own sign-in?
Yes, one that reaches invoices, payments, costs and the reports and nothing else — not your diary, your staff or your settings.
Does their access expire?
Yes, on a date you set, and you are warned before it does rather than them being cut off mid-quarter. You can also revoke it in one press.
Can they change anything?
No. It is access to look at the money, not to edit records or file anything.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.