jeffm6jeffm6
Mar 4, 2026
Q: How do I share my Tabby account so my accountant can prepare my taxes? Do they need to have a paid accountant plan?
I was hoping to replace Quickbooks with Tabby. One big concern I noticed is granting access to my accountant so they can prepare my taxes. How do we do this? I really hope my accountant does not need to pay to access my account.
Founder Team
ahadthecpa
Mar 4, 2026A: You don't need a separate user for that. All you have to do is go to your Settings and select User Settings. From there, you can share account access directly with your accountant.
They don't even need a Taby ID to start; once you send the invite, they will receive an invitation link into their email.
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