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Connecting your CPA (view-only access)
Give your accountant a read-only login, know what they can review today, and remove access when the return is filed. Tax exports are planned.
The short answer
Add your accountant as a teammate with the Viewer role, which is read-only, and remove them when their review is finished. Exporting Schedule E and tax reports from Aptoria is planned. Profit-and-loss reports and a general ledger in Aptoria are planned.
Why view-only
Your CPA needs to see the numbers, not change them. A teammate login with the Viewer role gives them their own sign-in instead of your password, and it cannot change anything.
Grant access
Team access lives under Settings → Staff team.
What they can review today
Aptoria shows a rent roll and each tenant’s balance and payment history for the leases in your workspace. Adding new tenants and leases is planned, so a new workspace’s rent roll starts empty.
Aptoria shows a monthly reconciliation of expected versus paid rent for the leases in your workspace.
Profit-and-loss reports and a general ledger in Aptoria are planned. Exporting Schedule E and tax reports from Aptoria is planned.
Remove access when the return is filed
From the same Staff team screen you can remove a member or revoke a pending invitation. Grant access at the start of tax season and remove it once the return is filed.
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