Professional Collaboration

Seamless CPA Collaboration for Rental Property Owners

Work smarter with your tax professional. Share data securely, get instant feedback, and reduce accounting costs by up to 40% with organized, review-ready financial records.

Why Landlords & CPAs Love Our Collaboration Portal

Save Time & Money
Reduce CPA hours by providing organized, ready-to-review data. Landlords save an average of $800/year in accounting fees.
Bank-Level Security
Password-protected links, expiration dates, view limits, and complete audit trails. Your financial data stays under your control.
Real-Time Feedback
CPAs can comment directly on transactions and reports. Get instant notifications and resolve questions faster.

Complete Collaboration Toolkit

Secure Data Sharing

Generate password-protected links to share your tax data. Set expiration dates and view limits for complete control over who sees your financial information.

Transaction-Level Comments

CPAs can leave comments and questions directly on specific transactions. No more back-and-forth emails trying to explain which expense you're discussing.

Granular Access Control

Choose exactly what your CPA can see and do. Grant read-only access or allow full collaboration with commenting and export permissions.

Complete Audit Trail

Track every access, view, and modification. Know exactly when your CPA reviewed your data and what changes were made.

How It Works

1

Organize Your Records

Track income, expenses, and receipts throughout the year. LandlordTax auto-categorizes everything for you.

2

Share with Your CPA

Generate a secure link and send it to your tax professional. They get instant access to organized, review-ready data.

3

Collaborate & Review

Your CPA reviews your records, leaves comments on questionable items, and you get notified instantly to respond.

4

File with Confidence

Export tax-ready Schedule E reports or have your CPA file directly. Everything is documented and audit-ready.

For Tax Professionals & CPAs

Manage multiple landlord clients efficiently. Access organized financial data, leave comments on transactions, and reduce review time by up to 60%.

Multi-Client Dashboard

View all your landlord clients in one place

Instant Data Access

No more waiting for spreadsheets or receipts

Streamlined Communication

Comment directly on transactions

Grow Through Referrals

Free portal access when you refer 3 clients

Ready to Streamline Your Tax Collaboration?

Join thousands of landlords saving time and money with professional tax collaboration tools.

CPA Collaboration Portal - Streamline Tax Professional Partnerships | LandlordTax | LandlordTax - Schedule E Made Easy for DIY Landlords