The one thing a spreadsheet export can never do
Your accountant works in your books, not on a copy of them.
Included in: Every paid plan
Bring your own accountant into your books — the same workspace, not a shared export.
One set of books
No exports, no month-end file swap, no version that is three weeks behind.
You keep control
You invite them, you set what they can see, and you can end it.
Or find one here
No accountant yet? The marketplace has professionals who already work in DynaTax AI.
How it works
- 1
Send the invitation
By email, from your workspace.
- 2
They accept
Your accountant joins your books through their own firm account.
- 3
You work in one place
Messages, tasks, documents and the ledger are shared — no exports, no version drift.
Invite your CPA questions
No. An invited professional reaches your books through their firm, so your user count is untouched.
Yes. Access is yours to grant and to end.
Try invite your cpa free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.