Anyone else that’s using Tiller for clients have a better way to access client accounts other than having them create a separate google account? I really don’t want people giving me their username and password to their entire google account. Is there another way that I’m not considering?
Once they log into their tiller add-on you won’t need to log in anymore. They can just share the google sheet with you then.
Just for others who may find this thread. We have a private Financial Professionals group you can request to join and get access to our Guide to Using Tiller with Clients for Financial Professionals.