Your accountant, in the books, on your terms
Year-end should not mean emailing backups. Accountant links give your accountant access to the live books; roles decide what they can touch; the audit trail records what they did; and when the engagement ends, revoke the link.
What you get
Give the accountant the floor, not a export
Your accountant works in the same books you do — the accounting module is a full floor of the product: chart, ledger, journal, statements, banking, fixed assets, GIFI, year-end. No quarterly file export, no 'accountant's copy' diverging from the live books, no re-import conflicts.
Permissions scope what they see and do, so counter staff and accountant each get their own product.
The checks are already run
The statements verify themselves — balanced trial balance, balanced balance sheet, cash flow tied to the cash accounts — and the year-end page runs the four integrity checks before hand-over. The accountant starts from 'verified' rather than 'trust me'.
Every figure drills to its documents, so review sampling is clicks, not requests for supporting PDFs.
Locks protect the sign-off
When the accountant closes a period, the lock is enforced at the ledger — no backdated edit can disturb a signed month, from any till, ever. Corrections happen in the open period with the audit trail recording the why.
For practices running QuickBooks Desktop, the penny-verified bridge keeps their existing workflow intact while the client runs SeroBooks.
Frequently asked questions
Can the accountant lock periods?
If you grant it — closing and reopening the books are explicit permissions, and they are exactly the ones an accountant should hold.