How do I set up my clients on expense tracking?

Setting up clients on expense tracking takes 15 minutes per client with ExpenseBot:

Step-by-step:

1. Sign up for free accountant access at expensebot.ai/accountant
2. Send the client a setup link — they log in with Google (30 seconds)
3. Configure expense categories to match your workpapers (Schedule C or T2125)
4. Turn on Gmail auto-scan — receipts are captured overnight automatically
5. Set up mileage tracking if they drive for business
6. Add yourself as a viewer on their expense spreadsheet

The key: The client does nothing ongoing. Gmail auto-scan captures receipts automatically. You check a dashboard quarterly.

Start with your 5 worst clients — the ones who cost the most sorting time last tax season. Roll out to the rest after 30 days.

Free for accountants — no trial, no client minimums. Clients pay $10/month.

Full guide with email template and ROI calculator: https://www.expensebot.ai/blog/client-expense-tracking-setup-accountant