Accountants or clients can pay for the subscription whether you are working on the accountant or client side of data. (For more details about data sharing, please refer to this guide.)
Either accountants or clients can pay for the annual subscription. (Check our pricing model.)
If you want to transfer the billing to the other side, please follow the steps here to cancel your subscription at the end of the period and let your accountant/client know to subscribe when it ends to continue accessing your reports.
| Accountant-side of data | Client-side of data |
Accountant is billed | ✅ Accountant has report access ✅ Client has report access | ✅ Accountant has report access ✅ Client has report access |
Client is billed | ✅ Accountant has report access ✅ Client has report access | ✅ Accountant has report access ✅ Client has report access |