Share with your accountant
Hand your accountant finished books, not a folder of statements
Once Arkrel has sorted your year, give your accountant a read-only link or an export, in the format their software already reads. No back-and-forth emails, no account needed on their end.
Ways to share
A read-only link from My year
Once your year is built, generate a read-only link from My year. Your accountant opens it in a browser, no account or sign-in required, and sees exactly what you see: every transaction sorted, the deductions found, and the tax report.
Export the combined file for a whole year
From a checked set of statements, export one combined, de-duplicated file covering the whole set: a QuickBooks CSV, a Xero CSV, or an OFX file, in date order, with the overlapping rows from any duplicate statement already removed.
Export any single document
Any document also exports on its own: JSON, CSV or XLSX for a spreadsheet, or a QuickBooks CSV, Xero CSV or OFX for a bank statement, with duplicate handling specific to the format. The OFX file gives each transaction a stable ID that accounting software can use to recognize a repeat import; for CSV imports, review the ledger's own duplicate check.
Or just forward statements to one address
Every account gets its own email-in address. Forward a statement to it (add +bank, e.g. you+bank@in.arkrel.com, so it's read as a bank statement) and it queues automatically, with no separate upload step.
Go to My year to generate a share link once you’re signed in.
What your accountant sees
- Every transaction sorted into a category, the same categories your books use
- A profit and loss summary and Schedule C totals for the year
- Likely deductions, organized by Schedule C line, with the transactions behind each total
- Anything still needing your input, clearly marked, so your accountant knows what is and isn’t finished
See exactly what a shared report looks like with sample data, before you sign up.
For accountants and bookkeepers receiving client records
Give a client with a bookkeeping backlog a defined first step. Agree on the organization, tax year, and records to gather. The client reviews the year in their own Arkrel account, then sends your firm a report or files for the next stage of your engagement.
If you do the bookkeeping yourself rather than reviewing the client's own work, you can create that client's business under your own login and switch into it the same way you switch between your own businesses. Each business has its own books, report and billing.
Set the intake scope
Confirm the client’s goal, list the accounts and payment services involved, and identify missing months. Ask for the receipts, invoices, and explanations your firm will need alongside the statements. Agree on who will answer questions and what your firm will deliver.
Let the client supply the business context
The client uploads statements or emails them to their Arkrel email-in address with +bank added before the @ sign, then completes merchant review in their own account. Send them a short list of questions about unfamiliar merchants, personal purchases, transfers, and missing records. Use your firm’s usual process to collect the answers.
Receive the handoff and do your review
For a year covered by a paid plan, the client can send a read-only report link or the tax report and accountant exports. You can open the link without an account or sign-in. If something needs changing, the client updates their own account and sends the revised report or files.
Use the report, supporting records, and remaining questions to agree on the professional work your firm will carry out.
Try it now, free
Use the free bank statement pdf to csv/excel tool: no signup, up to 3 pages, results in seconds.