How do I invite my accountant or CPA to review my Income and Expense Ledger?

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Q: How do I invite my accountant or CPA to review my Income and Expense Ledger?

  Financials

We make it easy for small landlords to collaborate effectively with co-owners and accountants. Often times, you will flag specific transactions for your accountant to review around tax time. By upgrading to the Professional subscription plan, you can quickly invite your accountant by e-mail to VerticalRent. To do so, you should click on your portfolio name (e.g., My Rental Company) and select "Manage User Logins". You will be taken directly to the User Logins sub-menu. Your name, email address, and role should be the first to appear in the list. To the right, you will see an "Actions" menu. Click on the first action of "Invite/Add User." Enter in your accountant's email address and a short message. Your accountant will receive an e-mail from VerticalRent with a link to sign-up and access your ledger information.

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