Hello @srhliving:

If they give you accountant access, you can.  Or you could use Zoom and log in with them and show them how to access their reports.

Lynda

Hey @srhliving, 

Sounds like your client just wants to hand you everything at the end of the year and do the accounting in one go? Do you find this process goes fairly smoothly compared to meeting on a semi-regular basis? 

It might be worth having a conversation with them about whether there's an advantage to meeting a few times a year, rather than waiting to do everything at the last minute. 

That is actually possible as long as someone from your client inputting the today to day transaction. You can always get a report from it and reconcile everything for the year transaction.