For your accountant
Your accountant logs in. Pulls the data. Done.
No more scrambling to email spreadsheets at tax time. Your accountant gets their own read-only login to your income and expense summaries, tax totals, and CSV exports. They pull what they need, when they need it.
Free core tools. US Bank Feeds and lower US payment fees with SoloOp Paid.
Accountants: see it before anyone recommends it.
Open the sample portal and click through exactly what a SoloOp client would give you: three fictional US businesses, lawn care in Tampa, mowing and snow clearing in Duluth, pools and desert yards in Scottsdale, each with a year of invoice receipts, expenses and receipts, refunds, coverage checks and mileage. No sign-in. Every download is the real CSV layout, stamped DEMO so nothing from it can be passed off as real.
What your accountant sees.
Income Summary
Paid invoices for the selected period: client payments, service subtotal, tax collected and stored processing fees. Stored net includes collected invoice tax and is shown before refunds; it is not tax-exclusive income. Choose a financial year, quarter or custom date range.
BAS Summary (Australia)
For an Australian business: G1, 1A and 1B on a cash or accrual basis, in whole dollars as the form wants them, with the exact figures beside them and the full-BAS labels (G2, G3, G10, G11) a click away. Every sale and purchase behind the figures exports as BAS workpapers, anything that needs checking is listed in words, and your accountant can mark a period lodged so later edits show as differences. SoloOp does not lodge with the ATO, and PAYG is not included.
Tax Worksheet (outside Australia)
Tax collected on paid invoices. In VAT regions, estimated purchase tax and the difference are shown before refund and eligibility adjustments. US purchase sales tax is not offset against collected sales tax. These are records for your accountant to review, not a tax return or a verified amount to file.
Expense Records
Totals for the expenses you've logged, with the tax on them, plus totals by category. In Australia each purchase carries its BAS treatment (GST included, no GST, input taxed or not on the BAS) and its GST amount.
CSV Exports
Income and expense CSVs for the selected period, with refund and evidence exports where available. Your accountant can prepare the records for their accounting software.
How it works.
In SoloOp, go to Settings → Accountant and enter your accountant's email to give them access.
Your accountant visits solo-op.com/accountant, enters that email, and gets a magic link — no password needed. They see the businesses that have granted access in that account region. Access in another region uses a separate regional sign-in.
Read-only access. Your accountant can view and export data, but can't modify your clients, jobs, or invoices. The one thing they can record is marking an Australian BAS period lodged, and you see who did it. Your business data stays safe.
Ready for your accountant.
Keep income, expenses and invoice tax amounts together. Your accountant can review the records directly and prepare what they need for your business and region.
Multi-client support.
If your accountant handles multiple SoloOp operators, they see all of them in one dashboard within that account region. Businesses in another region need a separate regional sign-in.
This makes SoloOp a practical option for accounting firms that service tradespeople and field service operators, with connected businesses grouped within each account region.
Free core. More with SoloOp Paid.
Scheduling, invoicing, client records and bank-statement uploads stay free. Online payment processing fees apply. See fees by region.
SoloOp Paid adds US Bank Feeds, Mileage, texts sent from SoloOp’s US number and lower US payment fees at a launch price of US$29/month. Compare plans →
Start with your next job.
Free scheduling, invoicing and client tools. Start on iPhone or Android.
