Share Access
Invite your accountant or bookkeeper in seconds!
Running your business is enough work without chasing receipts or playing email tag with your accountant. With Solo, you can give your accountant or bookkeeper direct access to your workspace, so they can grab what they need, fix any slip-ups, and keep everything in order without the back-and-forth.
- Secure, accountant-friendly access
- Peace of mind all year round
- Less work-work for you!
Whether you want them to check in throughout the year, or just swoop in once to wrap up tax time, sharing access makes it smooth for them, and stress-free for you.
📌 What’s in the video?
0:00 - Why share access?
0:19 – How to share access
0:29 – What happens when they accept
0:48 – Invite up to two accountants or bookkeepers
0:56 – How to switch access over easily
Stay in control while letting the experts do their thing.
👉 Share access in the Solo app today and breathe easier knowing you’re sorted.