Accountant Portal

Your accountant's new favorite login

Give your accountant their own secure login with read-only access to your general ledger, financial statements, and reports. They can export to CSV or PDF, review journal entries, and prepare tax filings — all from their browser. No more Remote Desktop.

books.adaptensor.io/accountant

Read-Only AccessSarah Mitchell, CPA

CSVPDF

Profit & Loss — January 2026

Total Revenue$18,432.50

Cost of Goods Sold$9,216.25

Gross Profit$9,216.25

Total Expenses$4,820.00

Net Income$4,396.25

Balance Sheet Snapshot

Assets

Cash & Bank$24,318.42

Inventory$32,105.00

Accounts Receivable$3,420.00

Liabilities

Accounts Payable$8,210.00

Sales Tax Payable$1,247.92

Read-Only

Access

Full GL

& Reports

CSV/PDF

Export

No More

Remote Desktop

Key Capabilities

Everything you need, nothing you don't

Dedicated Accountant Login

Separate credentials with read-only permissions. Nothing can be accidentally changed.

Full GL and Financial Statements

P&L, Balance Sheet, Cash Flow, Trial Balance — all accessible and exportable.

Export to CSV and PDF

One-click export of any report. Formatted for accounting software import.

1099 Generation and Review

Generate 1099s from vendor payment data. Review and approve before filing.

Sales Tax Report for Filing

Tax collected by jurisdiction, formatted for state filing requirements.

Audit Trail Visibility

Full visibility into every transaction, edit, and system event for audit purposes.

Complete Feature Set

What's included

Separate login — no shared credentials

P&L, Balance Sheet, Cash Flow, Trial Balance

AR and AP aging reports

Journal entry review with drill-down

Year-end closing assistance

Tax report formatting for state filing

Client data stays read-only — nothing can be accidentally changed

Access from any browser — no Remote Desktop needed

Ready to get started?

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