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ACCOUNTANT ACCESS

Work with your accountant in the same set of books

Give your accountant access to your Taxmo records so you can work from the same information. Keep invoices, expenses, and transactions together, with less time spent sending documents back and forth.

Your numbers, this quarter
How it works

One set of books, shared

  • Give your accountant access through Taxmo.
  • They can review your records within the access provided.
  • Together you can check entries, prepare year-end figures, and get ready for filing.
How Taxmo helps

What Taxmo helps you do

Reduce document chasing

Make recorded invoices, receipts, and transactions available in one place.

Get help with the details

Let your accountant review entries and identify questions that need your input.

Prepare for filing together

Work from the same bookkeeping when checking your figures.

Keep control of routine work

Use Taxmo's automation for everyday bookkeeping and involve your accountant where you need support.

Why people trust Taxmo

Built for people who'd rather not become tax experts

Tax knowledge built in

Taxmo works out your BTW rubrieken and walks you through each filing step by step. You get clear answers, not jargon.

Your data stays safe

Servers and database in the EU (Frankfurt), encrypted data, multi-factor login and GDPR compliance.

Reviews

What Taxmo users say

“

You rock and I've now signed up so you have me as a permanent client! I love the rapid turnaround; that you take care to actually read the question to understand what I am trying to do and orient your replies to be as helpful as possible to me. You put me first, as the client, and it shows. This kind of CX is very rare and it makes you stand out from the crowd. I think you do yourselves a disservice when you say you are AI powered - I think you are human powered, assisted by AI.

Dan Margetts

Taxmo User

Start free, no credit card needed

Bring your accountant into Taxmo

Frequently asked questions

Quick answers about Taxmo, your account, filing and billing.

Can I keep my current accountant?

Yes. You can continue working with your accountant and give them access to your records in Taxmo.

Do I need an accountant to use Taxmo?

You can manage your bookkeeping yourself. Accountant access gives you the option to involve a professional when you want help.

What can my accountant access?

Their access depends on the permissions provided through Taxmo. Check the access settings when setting them up.

Will I still need to send receipts separately?

Receipts already uploaded and available to your accountant in Taxmo do not need to be sent again. They may still request missing documents or additional information.

Does giving my accountant access mean they handle my filings?

Access alone does not define who is responsible for filing. Agree with your accountant which tasks they will handle and which remain with you.