You have three ways to get your report to your accountant. Most clients use the PDF download. Firms that work closely with their CPA invite them as a team member so they can pull data directly.
Option 1 — Download as PDF
- Open your completed engagement from the dashboard.
- Click Download Report at the top right.
- Select PDF — this is the format most tax professionals prefer for review.
- Email the PDF to your accountant using your normal email program.
Option 2 — Download as Excel
On Professional and Advisory plans, you can also export a QuickBooks-formatted Excel workbook with full transaction detail. Use this when your accountant wants to re-run numbers, adjust categories, or import into their own bookkeeping software.
Option 3 — Invite Your Accountant
- Go to Settings → Team Members.
- Click Invite Member, then enter your accountant's name and email.
- They'll receive an email invitation; once they accept, they can log in with the Staff role.
- They can see your reports, leave messages on engagements, and download files directly — no email back-and-forth.
Inviting your accountant gives them ongoing access. Remove them from Settings → Team Members the moment they no longer need it.