Can I add my accountant to my Solo account?
My accountant briefly mentioned that I would be able to add her into my account as an administrator, however it cannot figure out how. Any help would be appreciated.
Forum Discussion
3 Replies
Hey there Fnw25
Great question—and your accountant’s not wrong! The ability to add an accountant to your Solo account is a feature that’s on the way. 🙌
While it’s not available just yet, it’s definitely on our roadmap, and we’re currently working on a secure solution that will allow accountants to access your data via their own dedicated portal. Our goal is to have this ready in time for End of Financial Year—so stay tuned, we’ll make some noise when it’s live! 🎉
In the meantime, you can still keep things moving by downloading and sharing reports with your accountant. Solo lets you generate a variety of reports right now, including your Profit & Loss, GST reports, and your full transaction list—perfect for keeping them in the loop.
If there’s anything specific they need or you’re unsure about, just give us a shout—we’re here to help! 😊
Do we have an update on this yet? still seems as though there is not accountant feature?
Hey there Andrew30 - Not long to go now!
This feature is well and truly on the way, and we'll have more details to share very soon. We'll make plenty of noise when it lands, and it's also being tracked on our Ideas forum here.
We're also gearing up for tax time with a webinar in June that'll cover off on Solo functionality (new features and old favourites) and how to stay ahead of the EOFY rush. You can register at the link here, but we'll also have a replay available later on right here on the Community Forum!
