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:
Click "Add User"
Enter your client’s name, email, and optional business type and name
Click "Save Details" to send them their invite to log into their account and start tracking
To remove a user:
Click the arrow next to Action
Click "Remove User"
To view a report for an existing user:
Click the arrow next to Action
Select "View Reports"
Choose which report to view
Select the desired date frame of the report
View or download the report as needed
To log into a client’s account:
Click the arrow next to Action for that user
Click "Log In" to be taken into their account
Complete any desired actions on behalf of your client
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.