Collaborate with your accountant in real time
Give your accountant time-limited access to your financial dashboards. No more waiting for exports or scheduling data handoffs.
Why Accountant Access?
Waiting for data exports
Your accountant asks for reports, you export CSVs, email them back and forth. Days pass before anyone makes a decision.
No real-time data sharing
By the time your accountant sees the numbers, they are already outdated. Advice based on stale data leads to poor decisions.
Managing multiple clients is painful
Accountants juggle dozens of clients, each with different tools and export formats. There is no unified view.
Accountant portal
Key Features
Time-Limited Access
Invite your accountant with an access link that expires automatically. Full control over what they see and for how long.
Shared Dashboards
Your accountant sees the same real-time KPIs, cash flow forecasts, and moms status that you do — no exports needed.
Multi-Client Management
Accountants can switch between client dashboards in one interface. Unified view across all their Sitenyx clients.
Audit Trail
Every action is logged. Know exactly when your accountant accessed your data and what they reviewed.
Ready to get started?
Start your free trial today and see how Sitenyx can transform your business operations.