When your accountant needs your records, most people scramble to pull together months of PDFs, emails, and explanations. The Share with Accountant feature produces a structured package — categorized transactions, income and expense summary, reclassification log, and your memos — in a format your accountant can actually use.
In this walkthrough you are seeing how the accountant handoff works: selecting the date range and accounts to include, reviewing what will be in the package, generating the report, and seeing what the accountant receives on their end. Notice the reclassification log section — that is the part most people do not realize their accountant is asking about when they send follow-up questions after receiving your records.
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Most people send their accountant a mix of raw bank statements, exported spreadsheets, and follow-up emails answering questions about specific transactions. Every question your accountant has to ask you costs time — yours and theirs. The Share with Accountant package answers most of those questions before they are asked.
Your accountant gets a formatted report with labeled categories, summaries, and context — not a CSV they have to sort through and interpret themselves. The structure is designed around what accountants actually need to review a set of books.
The most common accountant follow-up questions are about transactions that moved between business and personal — owner draws, mixed-use purchases, personal expenses through business accounts. The reclassification log documents every one of those moves with dates and memos.
When you add a memo to a transaction — 'client lunch for Smith account,' 'owner draw for October mortgage,' 'supplies run — 60% business' — those memos are included in the accountant package. The context you captured in the moment becomes the documentation your accountant needs later.
No add-ons. No upgrades required. Every feature in the system — account upload, categorization, the dashboard, split transactions, business/personal separation, share-with-accountant, and Clarity AI — comes with your membership.
Every transaction from the selected period, labeled with its category, its business or personal designation, the account it came from, and any memo you added. Fully sortable and filterable.
A category-level summary showing total income by source and total expenses by category for the period. The same view your accountant uses to verify your books match your tax picture.
A complete record of every transaction that was moved between business and personal during the period — showing the original assignment, the corrected assignment, the date of the change, and the memo. This is the documentation that prevents back-and-forth questions at tax time.
The dashboard summary that your accountant handoff is built from.
The reclassification log in the accountant package covers every transaction moved using this tool.
For deeper analysis before the accountant handoff — understand your own numbers first.
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