Use case
Give your accountant access, not a shoebox
The expensive way to use an accountant is handing them chaos in January. SmallBooks lets them see clean books all year, exactly as much as they need.
1
Invite by email
They get their own login; no password sharing.
2
Scope their access
Module permissions: reports and transactions, not banking or team settings.
3
They work on live books
Questions get answered by looking, not by email threads with screenshots.
4
Year-end is an export
The tax summary CSV, income and deductions by category, is ready when they are.
Fewer billable hours spent reconstructing your year; better advice from someone who can finally see the numbers.
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