For accountants

Nobody gains access automatically

An accountant does not see a household until that household grants it, and the grant states exactly what it reaches: read only, read and comment, or the ability to classify. The household can revoke it without notice and without explaining why.

What you will see

Each client's state: what is uncategorized, which duplicates were left unresolved, which months are closed and which are not, and the documents the household chose to share.

What the system does not do

It does not prepare returns and it does not replace your judgement. The tax figures it shows are estimates, they carry the version of the rules that produced them, and they do not appear until those rules have been reviewed by somebody qualified.