For tax professionals: your client's records, read-only, the way they were kept

A driver on RoadKept can grant you read-only access to the tax years you are filing from. You see what they logged as they logged it — shifts, payouts, expenses, vehicles, odometer readings and receipts — without a spreadsheet being exported, re-sent or retyped, and you can ask a question against a specific record and have the driver answer it by correcting their own entry.

How access works

The driver invites you by email from their account, naming the tax years you may see. The invitation is good for 7 days, and you accept it by signing in with the address it was sent to — there is no link that works for whoever holds it. The grant lasts twelve months unless the driver sets a different term, covers up to 10 tax years, and the driver can end it at any moment.

Every time you open a client's records, the driver can see that you did. A driver can have at most 3 professionals with live access at once, and both of you are told 14 days before a grant lapses.

What you can see, and what you cannot

Access is read-only in the database, not only in the interface: the permission that lets you read is the same one that refuses a write, so nothing you do can alter a client's record. What you see is what substantiates a figure and nothing that is internal bookkeeping — no sync counters, no row ids, no interface state.

There is no completeness score for you to read, on purpose. A percentage gets closed by assigning miles to business, and a professional reading one relays that pressure straight back to the driver. You see a finite list of named open items instead, or nothing.

• filing status and state
• every shift, with its miles and the date it was recorded
• every payout, by platform
• expenses, with the category the driver chose
• the vehicles and the method each one uses
• the businesses and their codes
• the vehicle cost log
• odometer readings, which is how the miles reconcile
• days marked as not worked
• receipts, with their photographs

Ask a question against a record, not an email

Why is this trip business? What backs this expense? Where is the receipt? You raise the question on the record itself, the driver sees it in their own account, and they answer by correcting the entry. The correction is theirs — you never edit a client's record — and the question closes when it is answered rather than sitting in a mail thread.

What it costs

Nothing, for you. A professional pays nothing and needs no subscription; the driver needs the Pro plan, which is what carries the year-end report and the preparer exports. The pricing page has the two plans and the price lock in writing.

What RoadKept is not

RoadKept does not prepare or file returns, does not represent anyone before the IRS or a state authority, and gives general educational estimates rather than advice. The record is the driver's and the return is yours. What this page describes is the handoff between the two, made into a live view rather than a document.

Working with a driver who uses RoadKept?

Ask them to invite you from Account & plan in their RoadKept account, using the email address you will sign in with. There is nothing for you to sign up for first — the invitation creates your access.

A driver who wants their preparer to see the records

Open RoadKept, go to Account & plan, and invite your tax professional by email. Pick the years and how long the access lasts; you can end it whenever you like.

Open RoadKept

Questions drivers ask