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This guide explains how to save you the headache of managing clients' subscriptions.

Allow Your Clients To Handle Their Subscriptions (Accountant)

Layla Huang

Vivi Turla

David Melbourne

Accountant Portal

A guide to different roles' access and how to invite and work with your colleagues.

Inviting team members to the platform

Where you can manage your accountant workspace settings, including your profile, billing and team members.

Accountant Portal: The 'Workspace Settings' Page

Here we explain one of the few different ways you can manage your clients in the accountant suite

Managing Clients: Full-Service Management

You can get the client to come onto the platform as you it as a self-service product

Managing Clients: Self-service & reconciliation review

Where you can manage your clients' settings including account, tax, portfolio, and plan.

Accountant Portal: The 'Client Settings' Page

Admin

For accountants who want to invite clients to the platform

How do I invite my client?

Sharing Data Between Accountants and Clients

Here we explain one of the few different ways you can manage your clients in the accountant suite.

Working with clients: Full service, collaboration, and self-service

We explain what the client sees on their end after the accountant invite has been sent

Client's experience when they first log in

Once the client has accepted the accountant invitation, there are some actions outlined below that the client can take

Common actions accountants can ask clients to take

Inviting clients

How to Manage and Check Your Payments and Subscription (Accountant)

A guide on handling the subscriptions and payments when working on the shared data with your client/accountant.

Managing Subscriptions Between Accountants and Clients

Where are my receipts and invoices? (Accountant)

Billing and Subscription

Upgrading your account from the individual plan to the accountant plan or creating an accountant account.

How to access my Accountant Portal?

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