Tax export history

Build a shareable export for your accountant with a controlled date range, selected accounts, optional category filters, and supporting attachments.

Flexible scope

Filter by dates, accounts, categories, or a specific team member before you share.

Accountant context

Bundle notes and supporting files so reviewers understand outliers and edge cases.

Secure delivery

Publish a temporary password-protected link when the package is ready to hand off.

Draft, published, and revoked report links for your team.