Can I send my data to my accountant?

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Yes, there are a number of ways you can provide your accountant with your Cashbook data. You can either:-

  1. Email your data file to your accountant *
  2. Give your accountant a physical backup of your data file on a USB drive *
  3. Share your file with your accountant using a service like Dropbox, Google Drive, or OneDrive, etc. *
  4. Email or print PDF reports for your accountant
  5. Supply your accountant with spreadsheet data

* For the first three methods (above), your accountant needs to have Cashbook Complete installed in order to view/open your data file.

It’s free for accountants to use Cashbook to work on clients’ data.  We recommend sharing this link with your accountant so they can learn more.