How can I share my 1Tap data with my accountant?

If you want to share your data from the receipts you have uploaded in the 1Tap Receipts app with your accountant, you can. Your accountant can have access to your data through the Practice Platform dashboard - the only thing you have to do is to enter your accountant's unique 4-character 1Tap PIN code.

Entering this code, you are inviting your accountant to your 1Tap app. You will see your accountant's firm's logo. Your account will appear on your accountant's dashboard.

 

How does it work?

It's pretty simple. Just follow these steps:

 

1. Open the app.

2. Tap on the 'Settings' button.

3. Chose 'Share with accountant' option.

4. Enter your accountant's unique code and tap on 'Share with accountant' button.You can now confirm sharing your data with your accountant by tapping on the 'Share' button.

5. If you don't have the code, tap the 'Ask accountant for 1Tap code option'.

6. An email screen will open with an automatically generated message. So, you can directly send your accountant an email. Don't forget to type in his/her email. Tap 'Send' and that is it!

 

 

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