Coconut Help Center

Connecting your accounts to Coconut

Through Open Banking Coconut gains secure read-only access to your bank statements

5 articles in this collection
Written by Steff and Eva

Managing your Taxes

Tips on how to manage your taxes

8 articles in this collection
Written by Adam Goodall and Steff

Doing your bookkeeping

Guidance on how to keep your bookkeeping accurate

17 articles in this collection
Written by Steff, Eva, and Adam Goodall

Sending Invoices

Tips on how to use Coconut's invoicing tool

13 articles in this collection
Written by Adam Goodall and Eva

Working with your Accountant

Useful information about working with your accountant

2 articles in this collection
Written by Adam Goodall

Coconut Web

All you need to know about accessing and using Coconut Web

4 articles in this collection
Written by Aaron Beardmore

Managing your Plan

Everything you need to know to manage your plan

2 articles in this collection
Written by Eva and Adam Goodall

Accountant Resources

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

4 articles in this collection
Written by Eva and Adam Goodall

Support for Coconut Investors

If you've invested in Coconut, here are some articles that might help with any questions you have

6 articles in this collection
Written by Eva and Adam Goodall

Security, Privacy and Terms

Find out how we keep you protected

12 articles in this collection
Written by Eva, Steff, and Adam Goodall

Current Account Users (Legacy)

Account details, Bank transfers, card payments, Direct Debits, cash and more

3 articles in this collection
Written by Eva