Sharing a portfolio with your accountant

Sharing gives someone else, usually your accountant, access to one portfolio with their own login. It isn't a file you send: they see your books live, as they are now, and you choose what they can change. Pro includes sharing each portfolio with up to 3 people. It's free for them.

Share a portfolio

1. Open your properties and the portfolio you want to share. Press Share, next to its name above the tabs.
2. Press Invite someone. Enter their email address and, if you like, their name, like “Jane Smith (accountant)”.
3. Choose what they can do and for how long (below), then press Send invite.

They get an email with a link. It works once, for 7 days, and only for an account with that email address. They log in, or make a free account, and turn on two-factor login before they see anything. If the link runs out, press Send again.

Each portfolio is shared on its own. If your accountant does your own books and your company's, share each one with them.

What they can do

• Can view: the overview, properties, money in and out, statements with their PDF and Excel downloads, and repairs. Nothing can be changed.
• Can edit money: also add, change and delete payments, split an agent's payment, upload bank statements and undo an upload. Right for an accountant getting your books ready for your tax return.
• Can edit money, properties and repairs: also change a property's details (like its purchase costs), mark it sold, and log and change repairs.

Whatever you choose, they never see your saved deals, your other portfolios, your dates and reminders, your contacts or your account. Only you can delete or move a property, change the portfolio, or share it with anyone else. If your Pro plan ends, everyone you share with can only view until you go Pro again.

How long it lasts

Pick Until I stop it, or Until a date and the last day they can see it, like the day after your tax return goes in. A week before a date runs out we email you, so you can keep sharing if you need to. You can change either at any time with Change.

Seeing what they did

The portfolio's sharing page has a What happened list: when they accepted, each page they opened (once per half hour) and every change, with the date, amount and category before and after. A payment they changed also says “Changed by” with their email, until you save it yourself. We email you when they accept.

Stopping

Press Stop sharing on the portfolio's sharing page, or Stop next to their name in the Sharing part of your account. It works straight away, on any plan. They can also Leave from their own account page. Deleting the portfolio or your account ends it too.

For accountants

When a client shares their books with you, accept the invite from the email and log in with that address. Their portfolio then sits under Shared with you in the portfolio menu above the tabs, so you can switch between clients, and between them and your own properties if you have any. A band at the top of each page says whose books they are and what you can do. Your account stays free: their Pro plan covers it.

It's your normal NestInsights account, with the same email if you already have one. Everything outside their portfolio, like area pages and the deal calculator, works as it does on your own plan: sharing doesn't give you their Pro. Shared portfolios don't count towards your own limit of portfolios, however many clients share with you. If you use a different email for NestInsights, ask your client to send the invite again to that address.

How it's kept safe

• Nothing is copied or emailed. Your books stay in one place, encrypted the same way (how we protect your data).
• The invite email has no figures in it, and its link only works for the address you typed.
• Everyone you share with needs two-factor login, so a password alone can't open your books.
• You can see everything they open and change, and stop it in one press.