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How to Share Folders with Your Accountant

InvoDrive automatically saves your invoices and receipts in well-organized folders inside your Google Drive. Sharing them with your accountant is simple and takes just a few clicks — no downloads, no zip files, no manual sorting.

Step 1: Open Google Drive

  • Sign in to your Google account connected to InvoDrive

  • Look for the main folder named:
    InvoDrive – [Your Business Name]
    Example: InvoDrive – AAA Ltd.

Step 2: Choose the folder(s) to share

You can choose to share:

  • A specific month (e.g., 2024 > 04)

  • An entire quarter (e.g., 2024 > Q1)

  • Or the full InvoDrive folder for year-round access

Step 3: Share the folder

  • Right-click the folder and select “Share”

  • Enter your accountant’s email address

  • Set permission to View only

  • Click Send

Step 4: That’s it – your accountant now has access

They can open the folder directly in Drive, see all the files sorted by supplier, and download whatever they need — no emails, no confusion.

Best Practice:

In many countries, businesses report taxes quarterly. We recommend sharing a folder at the end of each quarter, or monthly if required.

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