Accountant Resources

How to get started using the Accountant Portal, and working with your clients through Coconut

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.

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.

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.

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

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.

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