Hi, \u000a\u000aI\u0027m a CPA. Does Tabby have an accountant version? \u000a\u000aAlso, can I use an Excel file to upload transactions in addition to bank connections? I\u0027d like the option to choose which method to use to enter clients\u0027 transactions into the system, based on the type of engagement.

Hello. Yes Tabby has an accountant version that you can use to manage multiple clients and also assign clients to team members but that is not available as part of this lifetime deal.\u000aYou can learn more here: \u000a\u000ahttps://www.usetabby.com/accountants/\u000a\u000aFor this lifetime deal you can purchase multiple subscriptions and you can login with one email to all the accounts and switch between them and you can also invite team members, so this is a little workaround.\u000a\u000aAnd yes you can upload PDF, CSV \u0026 Excel files.

Accountant Version | Tabby

97157cca62754e4d8539e692c6a67a6b

Feb 14, 2026

Q: Accountant Version

Hi,

I'm a CPA. Does Tabby have an accountant version?

Also, can I use an Excel file to upload transactions in addition to bank connections? I'd like the option to choose which method to use to enter clients' transactions into the system, based on the type of engagement.

Founder Team

ahadthecpa

Feb 15, 2026

A: Hello. Yes Tabby has an accountant version that you can use to manage multiple clients and also assign clients to team members but that is not available as part of this lifetime deal.
You can learn more here:

https://www.usetabby.com/accountants/

For this lifetime deal you can purchase multiple subscriptions and you can login with one email to all the accounts and switch between them and you can also invite team members, so this is a little workaround.

And yes you can upload PDF, CSV & Excel files.

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