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How to Manage Your Clients

Add or remove clients from the Accountant platform

If you're using Coconut's Accountant platform, you'll have the option to add and/or remove clients on your team member's account.

1) Click the profile icon in the top right and click 'Manage Team'

2) Click the 'Client' icon for the team member you want to edit

3) If you want to add a client, click 'Add a client' in the top right. A small popup will show, you may select which client you want to add, then once chosen, click 'Confirm'.

4) If you want to remove a client, simply click 'Delete' on the right hand side. You may add the client back at any time if needs be.

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