Your accountant can join your household — free
Stop emailing spreadsheets in January. Give the person who files your taxes a live view of your giving record instead.
The January email chain
You know the one. "Do you have receipts for the Goodwill runs?" "What did we give to the church last year — was it $50 a month or $60?" "Can you send photos of the furniture donation?" Every answer lives in a different place: a shoebox, a photo roll, a bank statement, someone's memory.
Your accountant doesn't want to chase this any more than you want to dig for it. They want one complete, organized record — with the evidence attached.
How it works
- Invite your accountant to your household. Send the invite to their email — joining is free and takes a minute.
- They see the whole record. Every donation, receipt, photo, and valuation your household has logged, in the same organized view you use.
- They help themselves at tax time. The annual summary PDF is one click away — no email chain, no hand-off, no missing pieces.
You stay in control: remove any member — your accountant included — from the household page at any time.
On the roadmap: dedicated read-only professional seats for tax preparers. Today your accountant joins as a regular member — if you want early access to professional seats, tell us.
Are you a tax preparer?
If your clients keep arriving in January with shoeboxes, we'd like to talk. Tell us how you work and what would make donation records painless on your side of the desk.
Get in touch