Luxe Tax Concierge Reporting is the private financial reporting service Luxe Tax Concierge LLC uses for its clients. With a client’s authorization, it reads that client’s QuickBooks Online books and prepares monthly and consolidated financial statements, which Luxe reviews and approves before the client receives them.
How it works
Read-only. The service reads reports and account lists. It never creates, changes or deletes anything in QuickBooks.
Client-authorized. Each company is connected only through Intuit’s own sign-in, by an authorized user, one company at a time.
Reviewed by Luxe. No report reaches a client until Luxe has reviewed and approved it.
Private delivery. Approved reports are delivered to each client’s secure folder, visible only to the people that client designates.
Connecting
The service is available only to Luxe Tax Concierge clients and is connected by Luxe as part of an engagement. To set up a connection, contact admin@luxetaxconcierge.com.
Disconnecting
You can disconnect at any time. In QuickBooks Online, go to Settings, then Apps, find Luxe Tax Concierge Reporting, and choose Disconnect. Once disconnected, the service can no longer read your books. Reports already delivered to you remain yours. To ask Luxe to delete stored connection details or copies, email admin@luxetaxconcierge.com.
Questions: admin@luxetaxconcierge.com.