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Accountant Resources
Accountant Resources
How to get started using the Accountant Portal, and working with your clients through Coconut
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19 articles in this collection
Written by
Adam Goodall,
Eva,
and
Karolina Jarosinska
Getting started with the Accountant Portal
Watch our intro video to learn more about the Accountant Portal
Written by
Adam Goodall
Updated over a week ago
Onboarding your first clients
Inviting your clients to Coconut
We break down step-by-step how you can invite your clients to Coconut to manage their books.
Written by
Adam Goodall
Updated this week
Communicating Coconut to your clients
Tips to get your clients set up in Coconut after you've invited them through the Portal.
Written by
Adam Goodall
Updated this week
What's the onboarding process like for my clients?
Your client will need to download the app, sign up and connect their bank account so you can manage their books in the Portal.
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Written by
Karolina Jarosinska
Updated this week
What to do once my client has signed up to Coconut?
A few tips on getting your client started with Coconut.
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Written by
Karolina Jarosinska
Updated this week
Connecting your client's bank accounts
To ensure you are able to view and manage your client's transactions in the portal they need to connect their account first.
Written by
Adam Goodall
Updated this week
General
Marketing Materials for your Practice
You can use these assets to create materials to share with your clients
Written by
Adam Goodall
Updated this week
Supporting your VAT registered clients
Use our template to create MTD-compliant VAT returns for your VAT registered clients
Written by
Adam Goodall
Updated over a week ago
Which banks are supported by Coconut
Open Banking is a secure and easy way for your clients to share accounting data - you can have bank feeds from over 25 UK banks
Written by
Eva
Updated over a week ago
Browsers supported by Coconut Accountant Portal
We support Chrome, Firefox, Safari and Edge
Written by
Eva
Updated over a week ago
Bookkeeping
What transactions can you see in the Accountant Portal?
Types of transactions that are passed through to the Accountant Portal from clients and what they mean
Written by
Eva
Updated over a week ago
How to add a manual transaction?
Coconut makes it easy to add an adjustment or a transaction that is missing from your clients books.
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Written by
Karolina Jarosinska
Updated over a week ago
How to manage CIS clients
You can add back CIS deductions in a few clicks for subcontractor clients that fall under the Construction Industry Scheme
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Written by
Karolina Jarosinska
Updated this week
Categorising transactions
Coconut is built to make reviewing and categorising your client's transactions super easy.
Written by
Adam Goodall
Updated over a week ago
Query your clients' transactions
Need to ask your client about some of their transactions? Select and copy queries to clipboard.
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Written by
Karolina Jarosinska
Updated over a week ago
Export transactions to CSV
To export your clients transactions, you can use the export CSV on the bookkeeping tab.
Written by
Adam Goodall
Updated over a week ago
How to manage and view your client's invoices
If you have a client that uses Coconut’s invoicing feature, you can see the list of invoices they’ve raised through the portal.
Written by
Adam Goodall
Updated over a week ago
Reports
SNF export for preparing self-employed tax returns
Prepare sole trader self-assessments quickly using Coconut and your tax filing software in a few clicks.
Written by
Adam Goodall
Updated over a week ago
How to download a report with a summary by category
Once you’ve got your clients books up to date in Coconut, you might want to get totals of the figures.
Written by
Adam Goodall
Updated over a week ago