See where each client’s year stands — read-only, logged, and revocable by them

You create a practice, invite each client by email, and once they accept you can open a read-only summary of their books for any financial year: totals by category, tax-deductible totals, how many receipts are unmatched, and which ledger destinations they have connected. Every read is logged and visible to the client. The workspace is included in the Elite+ and Auto+ plans; your clients can be on any plan. It is a view, not a login — you never hold the client’s credentials and nothing in it can be edited.

In: totals by category for the chosen financial year, tax-deductible totals, the number of receipts not yet matched to a transaction, and the list of connected ledger destinations. Out: the transaction list, receipt images, notes, bank connections, and any ability to write. If you need line-level detail, the client sends you the accountant pack — the boundary is deliberate, so a client can say yes to a summary without saying yes to everything.

Yes, from their own settings, at any time. Revocation is immediate because every read re-checks that the link is active — there is no cached access to expire. The log of past reads stays with the client as their record of who looked at what and when; it is theirs, not the practice’s.

The client pushes, from their own account. The push to Xero or QuickBooks Online (beta) is the client’s action — each transaction they choose lands as a coded Spend or Receive Money, or Purchase or Deposit, with the receipt attached. The Practice workspace shows you which ledgers are connected so you know where entries will arrive, and that is where its role ends. A consent that let a practice push on a client’s behalf would be a separate agreement the client signs, not part of the summary link.

One ZIP per financial year: a typed XLSX workbook across four sheets, a one-page PDF summary with a deterministic layout, a receipts folder with each file named by date, merchant and transaction, a MISSING.txt listing any receipt that could not be included, and a README stating what the pack contains and on what basis. The client downloads it from their tax exports and sends it to you; the pack follows the client’s stored tax country.

No. Accepting a practice invitation and revoking it are open to every signed-in plan, including Free — a free-plan client can say yes or no and see who can read their summary. The paid features sit on the client’s side of the line: live bank and spreadsheet feeds are free on every plan; photo receipt capture, automatic categorisation and the tax exports including the accountant pack are Premium; email receipt forwarding is Auto+. The practice’s own plan needs to be Elite+ or Auto+ for the workspace.

Yes, on the statement the client produces. Every label carries a provenance badge — Auto-filled, Inferred, Manual or Adjusted — and the audit trail beneath it lists the transactions that make up each section, with the GST and net of each. An adjustment records the original figure, the new one, the reason, who made it and when. The statement prints as a document you can review and the client lodges.