Working with an accountant

Your account can be read, and worked in, by the person who does your taxes. You allow it, you see everything they do, and you end it whenever you want.

Letting them in

On Your account, open Your accountant and invite them by their email address. The invitation needs an email address on both sides: yours, because everything done in your account is emailed to you, and theirs, because the person reading your tax data has to be somebody you can name and reach.

Nothing is read until you say so. Where you invite them, the access begins when they take the invitation up; where an accountant made the account for you, the access begins when you give your word on your own screen, and accepting our terms is not that word. Before you give it, we say exactly what it gives: your tax years, your transactions and your files.

What they can do

• Read everything you read: every year, every figure, every document.
• Put your history in: add an address, upload an exchange statement, start the reading, and take any address of yours back out again (what was already read stays, and the address can be watched again).
• Answer in your years: answer an open item, retype a transaction, write a note, mark a token spam, and say a year's return is filed. You can do all of it too, every row is marked with which of you wrote it, and whoever writes last is what stands.

A source your accountant added is marked in your workspace as added by them.

What stays yours alone

Your tax country. Withdrawing an answer of your own. What you buy, and your money. Your ways in: the addresses you sign in with, your passkeys. Marking a place as your business's, and declining a wallet offered to you. Renaming a source, and removing an exchange account with the statements it holds. Deleting the account.

And ending the access: that is yours at any moment, with no notice to anybody.

You are told, every time

Every change an accountant makes in your account is emailed to you, with their firm's name on it: an address added, a statement uploaded, a reading started, an address removed, and the day they stop paying for your reading. Answers in your years come once a day rather than once an answer. A change you made yourself is emailed to nobody.

Who pays for the reading

Your accountant may take your reading onto their own plan, one client at a time, and only they can switch it. While it is on, you see whose plan it is instead wherever a pack would be sold to you, so you never read somebody else's limit as your own or buy room on a plan nothing of yours is charged to.

If they stop paying, or you end the access, you are back on your own allowance, which costs you money, so you are emailed about it like any other change.

A firm that made your account

An accountant can also make the account for you, on your email address, and you are written to that the account is yours: that address is the way in, so you sign in and find it waiting.

Writing to somebody who asked for nothing is open only to a firm we checked by hand: its name, its website and its tax number. You see on your own screen whether we checked the firm reading your account, as the plain fact ("Taxinger checked this firm"), never a blessing. If we later move a firm's own words, the check falls off until it is done again, and from that moment you see that.

Their assistant, in your account

Your accountant may connect an assistant of their own (Claude, ChatGPT, Cursor) and work in your account through it. It has exactly the permission your accountant has: the same figures they read, the same words they may write, and nothing that stays yours alone. Every row still records that they wrote it, every change is still emailed to you with their firm's name on it, and ending the access ends it for their assistant in the same moment, which is yours at any moment. On your own side it is the same thing: your assistant.