Stop emailing spreadsheets in March

Tax season for landlords typically involves digging through a year of transactions, exporting CSVs, and trading files with your accountant. With Rentastic's shared access, you invite your CPA once and they can log in with their own credentials to see your books, run reports, and export what they need — without you lifting a finger.

Read-only access — your data stays yours

Accountants get a read-only view. They can see all your properties, transactions, and reports, but they cannot add, edit, or delete anything. Your books stay exactly as you left them.

What your accountant can access

CPA Mode for the Balance Sheet

Rentastic's Balance Sheet includes a dedicated CPA Mode that restructures the report with the level of detail professional accountants expect — including an itemized equity breakdown. It's designed for the way CPAs read financial statements, not just how landlords track cash flow.

How to invite your accountant

  1. Go to your account settings and select Shared Access
  2. Enter your accountant's email address
  3. They receive an invitation and create their own login
  4. They can now view your books any time — including during tax season when you'd rather not be available at 10pm

Shared access is free — no extra charge to invite your CPA.

Common questions

Can my accountant make changes to my transactions?

No. Shared access is strictly read-only. Your accountant can view and export, but cannot modify any data in your account.

How many accountants can I invite?

You can invite multiple people — your CPA, a bookkeeper, a business partner — each with their own login credentials.

Does my accountant need to pay for Rentastic?

No. Shared access is free for the people you invite. They create a free login specifically for viewing your account.

Your CPA will thank you

Organized books, exportable reports, and direct accountant access. 7-day free trial — no credit card required.

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