How to Share Your Property Portfolio with Your Accountant

Tax season for landlords is painful because of data gathering, not tax complexity. Your accountant needs income by property, expenses by category, and supporting documents. Most landlords spend 3-5 weekends pulling this together from bank statements and spreadsheets.

The Formula

The solution: give your accountant direct access to your portfolio data.

Real-World Example

With portfolio sharing, your accountant sees your properties, income, expenses, and documents in real time. They can prepare your taxes without 15 emails asking for 'that one receipt from August.' Share 30 days before tax deadline so they have time to review properly.

The Bottom Line

Mozongi REMA's sharing feature lets you invite anyone with an email address. Set read-only permission so they can see everything but change nothing. Revoke access anytime. It takes 30 seconds to set up and saves you weekends of work.