Accountant Resources

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

4 articles in this collection
Written by Adam Goodall and Mai Yamaguchi

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

General

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 Mai Yamaguchi
Updated over a week ago

Browsers supported by Coconut Accountant Portal

We support Chrome, Firefox, Safari and Edge

Written by Mai Yamaguchi
Updated over a week ago

Tax filing

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 Mai Yamaguchi
Updated over a week ago