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  • http://www.LizBarnett.me/ Liz Barnett

    Hi, Emily! Do you have a similar post that is directed more towards the accountant or bookkeeper?

  • Emily at Shoeboxed

    Hi Liz! We do not have such a post, but that’s a great idea! We’ll get to work on it, and I’ll post the link here when it’s published.

  • http://www.LizBarnett.me/ Liz Barnett

    AWESOME! I also have another idea – but this will take much more work – it would be nice if you had an entire section for accountants/bookkeepers with basics on how to login and then create reports for information they are looking for specifically. I would do this in advance for my accountant but I’m never exactly sure what they need. It would make more sense for them to just quickly logon and search for what they need at the moment.

  • Emily at Shoeboxed

    Another great idea! Since it would be a bigger project, I’ll start fleshing it out and let you know what we come up with. :)

  • Briana Cavanaugh

    Ok, so this video does not tell me how to add an accountant user. I need something very specific that I can give to my peeps to let them be able to add me with ease. Something instructional and clear. Do you have something like that?

  • Briana Cavanaugh

    It would also be great to have an accountant plan. Yes give discounts for users, but what about increasing discounts for lots of users (more than 5, 10, etc) and faster access to support, etc. Like QBPro Advisor.

  • Emily at Shoeboxed

    Hi Briana,
    Our Knowledge Base is the best place to go for step-by-step instructions on using Shoeboxed. Here’s a link to the article about Account Sharing:
    http://support.shoeboxed.com/knowledgebase/articles/234658-what-is-account-sharing

    Stay Organized,
    Emily

  • Emily at Shoeboxed

    Thanks for the feedback! I’ll post an update here if and when we move forward with additional features for our accountant plan.