With the Accountant Dashboard, accountants can invite their clients to use Hurdlr to track their mileage, finances, and taxes by providing them with a Hurdlr Pro subscription. Features available with the dashboard include:

  • Adding and removing users

  • Viewing popular reports (including Profit & Loss, Balance Sheet, Tax Details) for each client

  • The ability to log into and manage client accounts from the dashboard with no separate login

To add a user:

  1. Click Add User

  2. Enter your client’s name, email, and optional business type and name

  3. Click Save Details to send them their invite to log into their account and start tracking

To remove a user:

  1. Click the arrow next to Action

  2. Click Remove User

To view a report for an existing user:

  1. Click the arrow next to Action

  2. Select View Reports

  3. Choose which report to view

  4. Select the desired date frame of the report

  5. View or download the report as needed

To log into a client’s account:

  1. Click the arrow next to Action for that user

  2. Click Log In to be taken into their account

  3. Complete any desired actions on behalf of your client

  4. Click Return to Dashboard when finished

If you have questions about the dashboard or pricing, you can contact our Customer Success team via in-app chat by tapping the question mark icon in the top right corner of your dashboard or via email at hello@hurdlr.com.

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