ACCOUNTANT ACCESS
Give Your Accountant Everything They Need — Nothing They Don't
Invite your accountant to your Accoru account with a dedicated role that gives them full access to your financial reports, bank reconciliation, journal entries, and tax data — without access to your billing settings, team management, or anything outside their professional scope. Collaboration made simple. Data kept secure.
Most Small Businesses Share Too Much — or Too Little — With Their Accountant
The relationship between a small business owner and their accountant is one of the most important professional relationships in business. But the way financial information is typically shared between them is remarkably inefficient. At one extreme, some businesses give their accountant full administrative access to their accounting platform — which means the accountant can see billing details, change settings, manage team members, and access information that has nothing to do with their professional role. This is a security and privacy risk that most business owners do not think about until something goes wrong. At the other extreme, some businesses share financial information with their accountant by exporting reports, downloading spreadsheets, and emailing files — a slow, manual process that means the accountant is always working with data that is slightly out of date, and the business owner spends time on administrative tasks they should not have to do. Accoru's dedicated Accountant role solves both problems simultaneously. Your accountant gets secure, real-time access to everything they need — financial reports, bank reconciliation, journal entries, tax data, and the general ledger — through their own login, with their own credentials, without you having to prepare and send anything. And they get access only to what their professional role requires — nothing beyond that scope.
Manual Report Sharing Is Inefficient
Exporting reports, downloading spreadsheets, and emailing financial data to your accountant is time-consuming, error-prone, and means your accountant is always working with data that is slightly behind reality. Accoru gives your accountant live access to your data — eliminating the entire manual sharing process.
Full Admin Access Creates Security Risks
Giving your accountant full administrative access to your accounting platform means they can see your billing details, change your settings, and access information they have no professional need to see. The dedicated Accountant role gives precisely the right access — no more, no less.
Accountant Time Is Expensive
Every hour your accountant spends requesting reports, waiting for you to send files, or working from incomplete data is an hour billed to you. Accoru gives your accountant instant, self-service access to everything they need — reducing billable time and improving the quality of their work.
Everything Your Accountant Needs — In One Dedicated Role
The Accountant role in Accoru is specifically designed around the professional needs of bookkeepers, accountants, and financial advisors — giving them the access their work requires while protecting everything outside their scope.
Real-Time Access to Live Financial Data
When your accountant logs into your Accoru account, they see your financial data as it stands at that exact moment — not a snapshot from last week's export, not a file you sent them last month. Every transaction you have recorded, every invoice you have sent, every expense you have tracked, and every bank transaction you have reconciled is reflected in real time in the data your accountant sees. This means your accountant can advise you based on current reality — not historical data — and can act immediately when something needs attention.
- Real-time financial data access
- Live report generation
- Current bank reconciliation status
- Up-to-date transaction records
- Current tax position
- Latest journal entries
- Current general ledger
- Live aged receivables and payables
Invite Your Accountant in Seconds
Adding your accountant to your Accoru account takes less than a minute. Enter their email address, select the Accountant role, and send the invitation. Your accountant receives a professional invitation email with a link to set up their own secure login credentials. From that point forward, they can access your account independently — any time they need to, from any device — without you having to prepare anything or be available to assist. The entire onboarding process takes minutes and the ongoing time saving is significant.
- Email invitation in seconds
- Accountant role pre-selected
- Professional invitation email
- Accountant sets their own password
- Secure independent login
- Access from any device
- No ongoing involvement from you
- Revoke access instantly when needed
Journal Entry Access
Your accountant can view and create journal entries directly in your Accoru account — one of the most important functions for accurate bookkeeping and period-end adjustments. Year-end adjustments, depreciation entries, accruals, prepayments, and correction entries can all be posted directly by your accountant without you needing to act as an intermediary. Every journal entry created by your accountant is logged in the audit trail — so you always know what adjustments have been made and when.
- View all journal entries
- Create new journal entries
- Edit draft journal entries
- Post and unpost journal entries
- Journal entry reference numbers
- Supporting document attachment
- Journal entry notes
- All journal entries logged in audit trail
- Journal entries visible to account owner
Bank Reconciliation Access
Your accountant can perform bank reconciliation directly in your Accoru account — matching transactions, flagging discrepancies, and completing reconciliation for any period. This is one of the most time-consuming bookkeeping tasks and one that is typically most efficiently done by the accountant rather than the business owner. With Accoru, your accountant can reconcile your accounts directly — without you needing to export anything, send anything, or be involved in the process at all.
- View reconciliation status per account
- Perform bank reconciliation
- Match transactions manually
- Flag and resolve discrepancies
- Complete and lock reconciliation periods
- View reconciliation history
- Access reconciliation reports
- All reconciliation actions logged in audit trail
Tax Report Access
Your accountant can access all tax reports in your Accoru account directly — VAT returns, sales tax summaries, tax period reports, and the full tax data required for filing. Rather than you preparing and sending tax information to your accountant, they access it directly from your live account — with all the transaction-level detail required to verify figures, identify issues, and prepare accurate filings. Tax season becomes a collaborative process rather than a data transfer exercise.
- Full tax report access
- VAT return summary
- GST return summary
- Sales tax summary
- Tax period filtering
- Transaction-level tax detail
- Tax collected vs tax paid breakdown
- Export tax reports for filing
- Tax period locking
- Prior period tax report access
Financial Report Access & Export
Your accountant can generate any financial report in your Accoru account — Profit & Loss, balance sheet, cash flow statement, trial balance, aged receivables, aged payables, general ledger — for any date range, with any filters applied. They can export any report as a PDF or CSV for their own records or for submission to tax authorities. All of this is self-service — your accountant accesses what they need when they need it, without any administrative burden on you.
- Profit & Loss report access and export
- Balance sheet access and export
- Cash flow statement access and export
- Trial balance access and export
- Aged receivables access and export
- Aged payables access and export
- General ledger access and export
- Custom date range on all reports
- Period comparison reports
- PDF and CSV export
Multiple Accountant Access
Many businesses work with more than one financial professional — an external accountant for tax filing, a bookkeeper for day-to-day reconciliation, and a financial advisor for strategic planning. Accoru supports multiple users with the Accountant role simultaneously — each with their own login credentials, their own audit trail, and the same appropriate access. Add as many accounting professionals as your financial team requires, at no additional cost.
- Multiple accountant users simultaneously
- Individual login credentials per accountant
- Individual audit trail per accountant
- Separate access for bookkeeper and accountant
- No per-user fees for additional accountants
- Instant access revocation per accountant
- Accountant user list and status view
- Last login date per accountant
Accountant Collaboration Tools
Beyond access, Accoru provides tools that make the working relationship between business owner and accountant more efficient. Share specific reports via secure link without requiring the accountant to log in. Add notes to transactions for the accountant's reference. Flag transactions that need accountant review. Schedule automatic report delivery to your accountant's email at the end of each period. The workflow between you and your accountant becomes smoother, faster, and less dependent on manual coordination.
- Share report via secure view-only link
- Transaction notes for accountant reference
- Flag transaction for accountant review
- Schedule automated report delivery
- Email reports to accountant on schedule
- Accountant notification on new data
- Shared document storage per client
- Accountant messaging within platform
How Accountant Access Works in Accoru
From invitation to your accountant working independently — in under five minutes.
- Step 1
Invite Your Accountant
Go to Accoru Settings → Team → Invite Team Member. Enter your accountant's email address, select the Accountant role, and send the invitation. Takes under a minute.
- Step 2
Your Accountant Accepts
Your accountant receives a professional invitation email, clicks the link, and creates their own secure password. Their Accoru login is independent from yours — they have their own credentials and their own session.
- Step 3
Your Accountant Works Independently
Your accountant logs into your Accoru account directly whenever they need to — to reconcile accounts, generate reports, review tax data, post journal entries, or prepare for filing. They work in real time with live data. You do not need to prepare or send anything.
What Accountant Access Means for Your Business
The practical impact of giving your accountant live, independent access to your Accoru account.
If You Are an Accountant — Here Is What Accoru Gives You
Accoru is built to make the accountant-client relationship more efficient for both sides.
Accoru Accountant Access vs The Competition
| Feature | Accoru | QuickBooks | FreshBooks | Wave |
|---|---|---|---|---|
| Dedicated Accountant Role | ✅ | ✅ | ✅ | ❌ |
| Real-Time Data Access | ✅ | ✅ | ✅ | ❌ |
| Journal Entry Access | ✅ | ✅ | ❌ | ❌ |
| Bank Reconciliation Access | ✅ | ✅ | ❌ | ❌ |
| Tax Report Access | ✅ | ✅ | ✅ | ❌ |
| General Ledger Access | ✅ | ✅ | ❌ | ❌ |
| Multiple Accountant Users | ✅ | ✅ | ❌ | ❌ |
| No Extra Cost Per Accountant | ✅ | ❌ | ❌ | ❌ |
| Audit Trail Per Accountant | ✅ | ✅ | ❌ | ❌ |
| Scheduled Report Delivery | ✅ | ✅ | ❌ | ❌ |
What Business Owners and Accountants Say About Accoru Accountant Access
“My accountant used to ask me for reports every quarter and I would spend half a day exporting data and putting together a package for her. Now she just logs into Accoru directly whenever she needs something. I have not had to prepare a single report for her since we set up her access. It has saved me hours every quarter.”
“As an accountant with twelve small business clients, having direct access to their live data through Accoru has transformed how efficiently I work. I can reconcile, review, and prepare reports for a client in a fraction of the time it used to take when they were sending me spreadsheet exports. My clients get better service and I can take on more work.”
“The fact that my accountant has their own login — separate from mine — and that I can see exactly what they have done in the audit trail gives me complete visibility and control over the relationship. I know what is being done in my account, when, and by whom. That transparency matters to me.”
Accountant Access FAQ
How do I give my accountant access to Accoru?
Go to Accoru Settings → Team → Invite Team Member. Enter your accountant's email address, select the Accountant role, and send the invitation. Your accountant receives an email with a link to set up their own secure login. The entire process takes under a minute.
What can my accountant see and do in Accoru?
The Accountant role gives access to all financial reports, bank reconciliation, journal entries, tax reports, the general ledger, trial balance, and expense management. It does not include access to billing settings, team management, account settings, or client-facing invoice sending — only what is relevant to the accountant's professional role.
Does giving my accountant access cost extra?
No. Adding your accountant — or any number of accounting professionals — to your Accoru account is included in every plan at no additional cost. There are no per-user fees for accountant access.
Can my accountant see my billing and subscription details?
No. The Accountant role specifically excludes access to billing settings, subscription details, and account management functions. Your accountant can only access financial accounting data — reports, reconciliation, journal entries, and tax information — not the commercial relationship between you and Accoru.
Can I have both a bookkeeper and an accountant in my Accoru account?
Yes. You can add multiple users with the Accountant role simultaneously — each with their own login credentials and their own audit trail. Your bookkeeper and your accountant can both have independent access with no additional cost.
Can I see what my accountant has done in my account?
Yes. Every action your accountant takes in your Accoru account is recorded in the audit trail — what they did, when they did it, and from which device. You have complete visibility into all accountant activity at all times.
Can I revoke my accountant's access?
Yes. Go to Accoru Settings → Team, find your accountant's user record, and click Deactivate. Their access is revoked immediately — they cannot log in to your account from that moment. All records they created remain intact.
Does my accountant need their own Accoru subscription?
No. Your accountant accesses your Accoru account as a team member — they do not need their own Accoru subscription to work in your account. If your accountant has multiple clients using Accoru, each client invites them to their own account separately.
Can my accountant generate and export reports independently?
Yes. Your accountant can generate any financial report in your Accoru account — for any date range, with any filters — and export it as a PDF or CSV. They can do this independently, any time they need to, without any action required from you.
What is the difference between the Accountant role and the View Only role?
The Accountant role gives full accounting functionality — the ability to perform bank reconciliation, post journal entries, generate and export reports, manage expenses, and access tax data. The View Only role gives read-only access to dashboards and reports with no ability to create, edit, or delete any records. The Accountant role is for professional accountants who actively work in your books. The View Only role is for stakeholders who need financial visibility without any ability to make changes.
Accountant Access Works Better With These Features
Financial Reports
Your accountant can generate and export every financial report directly from your live Accoru data — P&L, balance sheet, cash flow, general ledger, and more.
Learn moreBank Reconciliation
Your accountant can perform bank reconciliation directly in Accoru — matching transactions, resolving discrepancies, and keeping your accounts clean without you acting as an intermediary.
Learn moreTax Reports
Your accountant has full access to all tax reports — VAT returns, sales tax summaries, and tax period data — giving them everything needed for accurate tax filing.
Learn moreTeam Access & Permissions
The Accountant role is one of four built-in roles in Accoru's role-based permission system — designed specifically for the professional accountant-client relationship.
Learn moreSecurity
Every accountant login is protected by the same security standards as every other Accoru user — 256-bit encryption, optional two-factor authentication, and a complete audit trail.
Learn moreGive Your Accountant Live Access. Save Time. Get Better Advice.
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