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Onboarding Your First Clients
What's the Onboarding Process Like For My Clients?
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 Accountant Platform.

Updated over a week ago

When you invite a client through the Accountant Platform, they will receive an email inviting them to download the app. They should follow the link in the email to head to either Apple Store or Google Play store and download the app.

The email will look like this:

The set up is really easy and it will only take them a few mins. These are the steps they need to take:

  1. Click on Get Started Now

  2. Enter the email address they received the email with invitation too

  3. Select 'Sole trader' as a legal set up

  4. Enter their name, surname and preferred name

  5. Provide their phone number to receive a verification code.

  6. Enter the verification code sent to their phone number.

  7. Set up a passcode and repeat it.

  8. Turn on notifications.

  9. Accept the terms and conditions.

  10. Select term that best describes them (eg. self employed, landlord etc)

  11. Connecting bank accounts.

Connecting bank accounts is a crucial step to ensure that you are able to manage your client's books in the Accountant Platform. We cover this process step by step here.

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