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For accountants and tax professionals

Stop rebuilding a client's property records from scratch

Vestly gives you one read-only workspace for every client who invites you. Open their properties, expenses, receipts, and available tax outputs without asking for another version of the spreadsheet.

Create a free professional workspaceSee how access works

No subscription for the professional workspace. Each client controls access to their own account.

Professional workspace

Invited clients

Read-only

Client A

2 properties

Records updated today

Client B

1 property

3 items need review

Client C

4 properties

Tax position available

Illustrative workspace. No client data is shown.

Client controlled by design

Access starts and ends with the client

1

The client invites your email

They open Professional access in settings and send the invitation. Vestly does not expose or match client accounts automatically.

2

You accept once

Sign in or create a professional workspace. Every active client then appears in one list.

3

You review, never edit

Open the client view with a persistent read-only banner. The client can revoke access at any time and activity is logged.

What you can see

  • Properties, ownership details, loans, and rental records
  • Categorised expenses and the supporting receipts a client has saved
  • Cashflow and tax-position views computed from the client’s records
  • Tax outputs only when the client’s Vestly plan includes them

What Vestly never assumes

  • No write access and no ability to approve records for the client
  • No automatic access to people you advise
  • No referral commission, lead sale, or data sale
  • No claim that Vestly replaces professional judgement or gives personal tax advice

Set up the workspace before the next client invite arrives

Your workspace is free. A client's own Vestly plan controls which tax-preparation outputs are available in their account.

Create professional workspace