Invite an accountant to help

Permission preview

Selected task instructions, the case label and period, and the accountant's own receipts and replies only. No downloads, history, Packet, pricing, payment, signing or further invitations.

Invitation: 7 days. Collaboration: up to 30 days. Pausing stops access immediately. Resume through a new invitation and the accountant's renewed acceptance. Prior links never regain access. Uploads and source replies still require CincyTax review.

Invitations and access