Tabby makes it easy to share your financial data with your accountant or tax preparer at year-end or anytime they need access.
How to Export:
- Go to the Reports section.
- Generate the report you want to share (e.g., Profit & Loss, Tax Ready Report, Tax Ready Report).
- Click “Export” and choose CSV or PDF format.
- Email the file to your accountant or upload it to their portal.
What Format Should I Use?
CSV: Best for accountants who want to import your data into Excel for further analysis.
PDF: Best for a formatted, ready-to-print report.
You can also invite your accountant as a team member (Standard & Professional plan) so they can log in and access your data directly without needing exports.
