Working with your accountant through Coconut app

Work smarter with your accountant

If you have an accountant, say goodbye to downloading and sharing bank statements. Share your business records with your accountant in real-time through the Coconut Accountant Portal.

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Working with your accountant through Coconut app
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Share your business records in real-time

Say goodbye to downloading and sharing bank statements. Once you’ve invited your accountant through the app, they’ll be able to view your business activity and bookkeeping data whenever they need to via the Accountant Portal.

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Have a stress-free tax season

Because your accountant will have all the info they need from you automatically, tax returns are a doddle; no endless back-and-forth emails, no frantic searching for receipts, and no more stress—for you or your accountant.

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Feel reassured that you’re doing things right

Having an accountant is valuable beyond compliance and tax planning: with up-to-the-minute insight into your accounts, Coconut makes it easy for your accountant to troubleshoot any issues, and proactively give you advice.

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Common questions

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Can I try Coconut for free?

Yes you can. We offer everyone a 30-day free trial (no card details required), so you can see how Coconut works.

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How can I get in touch with the team?

You can get in touch with us through the in-app chat or by emailing support@getcoconut.com

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What bank and current accounts can I connect?

You can connect bank accounts and credit cards from over 25 UK providers. Take a look at the full list here.

What else can you do with Coconut?

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Understand your money

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Capture your receipts & records

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Claim every expense

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Sort your taxes

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Send & track invoices

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Tools, tips and interesting reads

Sole Trader Pensions: Will You Be Ready for a Life Free of Work?

Freelancers lack the support structure to guide us through the complexity of retirement saving. This article takes the mystery out of sole-trader pensions.

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