How do I send a report to my accountant?

Save them once

The people you send reports to are kept as contacts, so you type an address once:

1. In OdoTax, open Settings → Contacts
2. Tap Add contact
3. Enter their name and email, and pick who they are — an accountant, for instance

Save them once

1. Open Settings → Contacts in the web account
2. Click Add contact
3. Enter their name and email, and pick who they are

Send it

1. Open the report
2. Tap Email this report
3. Pick the contacts to send it to — or Me — or Add a new contact right there
4. Tap Send to …

Each person gets an email of their own, so replies stay private.

Send it

1. Open the report
2. Tap Email this report
3. Pick the contacts to send it to — or Me — or Add a new contact right there
4. Tap Send to …

Each person gets an email of their own, so replies stay private.

Send it

1. Open Reports and the report you want
2. Click Email this report
3. Tick the contacts to send it to — or Me — or Add a contact right there
4. Click Send report

Just one drive

To send a single drive — for a client who reimburses one trip, say — open it and tap Report. The same list of contacts comes up, and they get that drive alone as a PDF and a CSV.

What they get

An email from OdoTax with the PDF attached, and links to the PDF and the CSV. The links work for 60 days; after that the page they open explains that the PDF is still in the email, and who to ask for a fresh copy.