How can I share records with an accountant without sharing my login?

Download the payment reports and supporting documents the accountant needs, then share only that set through a secure method agreed with your business. Check the client names, period, and contents before sending. A client ledger can help with a specific customer's balance, while a payment export can cover the wider reconciliation.

Do not share your password or one-time codes. If the accountant needs ongoing dashboard access, ask Skydo support which team-access options and permissions are currently available. Do not assume that all users can see or change the same records. Keep the shared file set and the access request separate so giving someone documents does not accidentally give them account control.