01Why an accountant access?
Many self-employed professionals in Switzerland work with an accountant — whether for the year-end closing, the tax return or the VAT statement. Until now, this often meant: export data, send by email, wait for queries, send again.
With accountant access in einzly, this detour is completely eliminated. Your accountant sees your accounting data directly in einzly — in real time, clearly presented and without you having to export anything manually.
02How the invitation works
Setup takes less than a minute:
Go to Settings and open the 'Accountant' tab. Enter your accountant's email address and click 'Invite'.
Your accountant receives an email with an invitation link. They create a free einzly account (or sign in) and accept the invitation.
From now on, your accountant can see your accounting data in their own dashboard. You can revoke access at any time in the settings.
03What can the accountant see?
The accountant receives read access to all relevant accounting data. They cannot change or delete anything — you remain in full control.
- Invoices — All invoices with status, amount and due date
- Quotes — Quotes with status and validity date
- Orders — Active and completed orders
- Revenue — Direct income (cash, TWINT, bank transfer etc.)
- Expenses — All expenses including receipts and categories
- Clients — Client master data
- VAT report — VAT statement with accrual/cash method
- Year-end — Net profit, income-expense report and tax estimate
Additionally, the accountant can download a complete package as ZIP — with all invoice PDFs, quotes, receipts, VAT report, year-end statement and income-expense report. Ideal for the tax return or an audit.
04Submit year-end for review
You can now submit your year-end closing for review directly in einzly. Your accountant will be notified, reviews the data and approves the closing — or returns it with a note.
Open the year-end section, select the year and click 'Submit for review'. You can include an optional message.
Your accountant sees the submission in their dashboard under 'Reviews'. They can view the data, approve the closing or return it with a reason.
You see the status directly on the year-end page: approved (green), pending (blue) or rejected (with note). If rejected, you can make corrections and resubmit.
05Accountant dashboard: What your accountant sees
Your accountant gets their own clear dashboard with all clients at a glance. The dashboard includes:
- Client overview — All clients with company name, location and quick access
- Search — Find clients and data quickly
- Reviews — Open and completed year-end reviews with filter function
- Notifications — Send messages directly to individual clients
- Complete export — Download all data of a client as ZIP
- Multilingual — Dashboard available in German, English, French and Italian
06Security and data protection
Collaboration with the accountant is based on a secure token system. Access is clearly regulated:
- Invitation by email with unique token — no password sharing
- Read access only to your data — the accountant cannot change or delete anything
- You can revoke access at any time with one click
- All data remains in Switzerland (Supabase infrastructure)
- Access levels (read/write/full) are technically prepared for future extensions
07Who is the accountant access for?
The accountant access is aimed at all self-employed professionals who work with an external accountant or tax advisor. Typical scenarios:
- Have the year-end closing reviewed by the accountant
- Prepare the VAT statement together
- Create the tax return without manual data export
- Have the accountant monitor ongoing bookkeeping
You run your accounting as usual in einzly — with the AI receipt scanner, automatic invoices and VAT calculation. Your accountant simply looks in and intervenes when needed.