No more scrambling to email spreadsheets at tax time. Your accountant gets their own read-only login with full access to your financial data, tax breakdowns, and CSV exports. They pull what they need, when they need it.
Total revenue, transaction count, and average job value. Broken down by financial year, quarter, or custom date range.
GST/Tax collected, taxable vs non-taxable income, and state/provincial tax summaries where applicable. All calculated automatically from your invoices.
Every expense you've logged — date, vendor, category, amount, and tax. AI-scanned receipts included. Ready for BAS, 1099, or self-assessment.
One-click export of all income and expense data. Imports cleanly into Xero, QuickBooks, MYOB, FreshBooks, or any accounting software.
In SoloOp, go to Settings → Accountant and enter your accountant's email. They'll receive a login link.
Your accountant visits solo-op.com/accountant, enters their email, and gets a magic link — no password needed. They see every operator who's granted them access in one dashboard.
Read-only access. Your accountant can view and export data, but can't modify your clients, jobs, or invoices. Your business data stays safe.
Australia & NZ: GST summaries, BAS-ready breakdowns, financial year (July–June) reporting.
United States: Income and expense tracking for Schedule C / 1099 filing. Quarterly breakdowns for estimated tax payments.
United Kingdom & Canada: Tax-inclusive and tax-exclusive reporting. VAT and HST/GST summaries.
SoloOp detects your region automatically and generates the right tax reports for your country. No configuration needed.
If your accountant handles multiple SoloOp operators, they see all of them in one dashboard. One login, multiple businesses. No switching accounts.
This makes SoloOp a practical option for accounting firms that service tradespeople and field service operators — all your clients' data in one place.
Jobber charges $129/month before you get QuickBooks sync. ServiceM8 locks CSV export behind their premium tier. SoloOp gives your accountant direct access with full CSV export — free. Because tax time shouldn't cost you more than you already owe.