Messages with your accountant, next to the numbers
The question and the number, in the same place.
Fewer emails that start with “which transaction?”. Ask your accountant in the workspace where the books already are, attach the document, and the whole thread is there next time, so a quick question stays quick.
14-day free trial · No credit card required
Included in: Every plan
What it does
Talk to your accountant next to the transaction you are talking about.
Next to the numbers
The conversation happens where the books are, not in an inbox with no context.
Nothing lost in a thread
History stays with the engagement rather than in one person's email.
Both sides see the same thing
You and your professional are looking at one workspace.
How it works
How messages works
- 1
Open the conversation
With the professional you work with.
- 2
Ask, attach, answer
Send a question, a document, or a screenshot of the transaction in question.
- 3
It stays put
The thread remains available with the rest of the engagement.
The details
Messages, in detail
Start with a topic
Open a conversation with a title and a type: general, document request, tax question or urgent. Add context in the first message, or leave it blank and a short greeting is sent for you.
Mention the right person
Type @ to mention someone at your accountant’s firm, so the question reaches the person doing the work rather than a shared inbox.
Attachments that file themselves
Files you attach in a conversation are kept in your document vault under Conversation Attachments, so they are findable later without scrolling back through the thread.
Requests answered in the thread
When a conversation is a document request, attaching the file is the answer. It links to the open request, the checklist moves forward, and your professional is notified of what arrived.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where messages is included
Every plan. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Messages questions
Run your business. Live your life.
Try messages with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required