My accountant is the page in 2Fin where you work with your accountant: it shows everyone who can open your books, invites your accountant as a viewer or a bookkeeper with a one-time link, and emails them the financial year — the accountant pack and a journal file for their accounting software — in your name. When your accountant runs a 2Fin Practice, the page shows that practice too.
The page opens on everyone who can open your books — invited, or with access — and what each of them can do there. Each person signs in with their own account, so nobody needs your password, and every request a teammate makes is logged for you; Data history shows their work beside your own, an hour at a time. Roles and access are managed in Team, one click away.
Can look through your books and changes nothing. The right role for an accountant who reviews and advises.
Can also categorise, edit and attach receipts. The right role for someone who tidies the books during the year.
Type your accountant’s email and choose viewer or bookkeeper. 2Fin makes an invitation link that works once, for that address, and shows it to you only then; copy it and send it to them yourself. They join with their own 2Fin sign-in, need no plan of their own, and switch into your books from their account. Inviting your accountant is part of team access on ELITE+ and AUTO+, in the web app.
Pick the financial year, type their address and choose what to send. The email arrives in your name, sent through 2Fin, and their replies come straight back to you. Sending is on Premium, ELITE+ and AUTO+, the plans with the accountant pack download.
The transactions workbook, a summary PDF, the receipts and a README saying what is in the pack and on what basis — the year-end file an accountant files with their working papers.
Balanced entries for the year, ready to import into their accounting software, so the figures arrive in the ledger they already work in.
You can send up to five emails like this an hour, and each can carry up to 15 MB. When a year with many receipts is larger than that, the same page offers the pack and the journal file as downloads to share your own way. Before you send, a balance check on each account shows the books agree with the bank.
If you are a client of an accounting practice that works in 2Fin Practice, My accountant names the practice and links to it. The practice sees a read-only summary of your books — totals by category for a financial year — and every read is logged where you can see it. The practice holds the plan; you can be on any plan, Free included. How 2Fin Practice works for accountants.
Step 1
Choose My accountant in the menu. The page opens on everyone who can open your books and what each can do there.
Step 2
Type their email and choose viewer (look only) or bookkeeper (look and tidy). Copy the invitation link — it works once, for that address — and send it to them.
Step 3
Pick the financial year and tick the accountant pack, the journal file for their accounting software, or both.
Step 4
Type their address and send. The email arrives in your name, sent through 2Fin, and replies come straight back to you. Or download the files from the same page.
Anyone with an accountant or a bookkeeper, from a sole trader’s tax agent to a small company’s year-end accountant — and the accountant on the other side of the email.
The year handed to your tax agent in one email: the pack for their working papers, the journal for their software.
A bookkeeper in the books during the year, the accountant’s files at year end, and one page showing who has access.
Clients send the year without a chase, invite you without sharing a password, or link to your 2Fin Practice.
Aged receivables and payables, a balance sheet as at today, and loan and prepaid schedules, on ELITE+ and AUTO+.
Each account checked against its bank statement, with the history of every check kept. On every plan.
Every figure on an activity statement opens to the records behind it, so your accountant can follow it back.
Not signed up yet? Try it on your own bank file, read in your browser. Working out a business loan for the books? The free loan repayment calculator splits every repayment into interest and principal.
My accountant, answered
Start free, keep the books through the year, and send the accountant pack and journal file when it ends.
