While you're inviting your clients to Coconut, we advise accountants to communicate with their clients about it in some way.

How you communicate will depend on the relationship you have with your client, but the following resources should help you. Good communication about the reason for signing up to Coconut can make all the difference in getting your clients onboarded and saving you time:

  1. Client 1 pager PDF

  2. Sample Emails explaining Coconut

  3. Videos showing how Coconut works

  4. Support Centre resources for Clients


1. Client 1 pager PDF

We have created the following page for sharing with your client that explains the reasons for Coconut and why they should onboard:
getcoconut.com/client-onboarding

If you'd prefer to send a PDF, you can download that here:

View PDF | Download PDF


2. Sample emails

You may want to send an email to your clients to tell them about why you’re working with Coconut.

This is helpful to set the scene, but is also supported by a series of emails that we send once the client is invited. We set out how the product works and what they need to do to get going.

Here are two sample emails you can share with your clients:

Long Version

Hi [CLIENT NAME]

I’m working with Coconut, a sole trader accounting software, as we move to digitise how we work with clients. I want to tell you about it before I send an invite to you to download their app.

As well as the significant benefits of running your finances on a digital platform, the government is also requiring all sole traders who earn over £10k to use a digital product for accounting as part of their Making Tax Digital roll-out.

As this will become mandated soon, we are starting the process of moving sole traders to digital products now.

Coconut is a really simple accounting app for self-employed people and their [ACCOUNTANTS / BOOKKEEPER].

Here’s what you’ll get and why we’ve chosen Coconut as our preferred choice:

  • A simple mobile app, already used by thousands of self-employed people like you.

  • Insights about your income and expenses, and suggestions for how much to set-aside for tax without doing lots of data entry.

  • Sharing of information with me automatically, so I won’t pester you to send me statements, invoices, receipts etc.

  • The process of preparing your tax return will be much easier for us both and we can work together more efficiently.

  • No need to worry about upcoming digital tax changes from Making Tax Digital.

Once you’ve signed up for the app, you’ll be asked to connect any bank accounts and credit cards you use for your business, which will then give me read-only access too. It uses ‘Open Banking’, which is used by millions of people in the UK to securely send transaction data from your bank to apps like Coconut. And Coconut are regulated by the FCA too.

Once you’ve taken a couple of minutes to sign up and securely connected your bank account(s) or credit cards, you can use the app as little or as much as you want - you might like to try out their invoicing tool for example. Whilst it’s a mobile app, you can also use Coconut on the web once you’re signed up.

I’ve attached a document with an overview of Coconut. [ATTACH THE 1 PAGE PDF]

Let me know if you have any questions.

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Short version

Hi [CLIENT NAME]

I’m working with Coconut, a sole trader accounting software tool, as we move to digitise how we work with clients.

As well as the significant benefits of running your finances on a digital platform, the government is also requiring all sole traders who earn over £10k to use a digital product for accounting as part of their Making Tax Digital roll-out.

As this will become mandated soon, we are starting the process of moving sole traders to digital products now.

Signing up takes a couple of minutes - you’ll install the app on your phone, register, and then connect your bank accounts that you use for business. It uses ‘Open Banking’ to do this which is secure and read-only, used by 5m people in the UK and, Coconut is regulated by the FCA for this too.

I’ve attached a one page document which outlines how Coconut works. [ATTACH THE 1 PAGE PDF]

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3. Videos showing how Coconut works

Here's a playlist of Coconut Features that you can send them to your clients

https://www.youtube.com/playlist?list=PL300amr-87gu3129Wwn5DVbbzhpfphZAP

These videos are also included through our Support Centre, but the playlist above is a useful way to see all our videos at once.


4. Support Centre resources for Clients

You can direct your clients to our help centre which your clients can reach by going to our website and then going to Resources > Support. It will take them here:

https://help.getcoconut.com/en/


Read more:

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