Accountant Resources

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

26 articles in this collection
Written by Adam Goodall, Sam O'Connor, Aaron Beardmore and 1 other

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

Welcome to the Coconut Partner Programme

A quick introduction for new Coconut Partners from our CEO, Sam O'Connor

Written by Sam O'Connor
Updated over a week ago

Onboarding your first clients

Inviting your clients to Coconut

We break down step-by-step how you can invite your clients to Coconut to manage their books.

Written by Adam Goodall
Updated over a week ago

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 Portal.

Written by Karolina Jarosinska
Updated over a week ago

What to do once my client has signed up to Coconut?

A few tips on getting your client started with Coconut.

Written by Karolina Jarosinska
Updated over a week ago

Connecting your client's bank accounts

To ensure you are able to view and manage your client's transactions in the portal they need to connect their account first.

Written by Adam Goodall
Updated over a week ago

Client FAQs about Open Banking

Answer any questions or concerns from your clients about connecting their bank account to Coconut.

Written by Adam Goodall
Updated over a week ago

Communicating & promoting Coconut to your clients

Communicating Coconut to your clients

Tips to get your clients set up in Coconut after you've invited them through the Portal.

Written by Adam Goodall
Updated over a week ago

Background to MTD ITSA for your client

Written by Adam Goodall
Updated over a week ago

Marketing Materials for your Practice

You can use these assets to create materials to share with your clients

Written by Adam Goodall
Updated over a week ago

Wording to describe Coconut benefits & features

Use the copy here to write about Coconut on your website, emails, social posts and articles

Written by Adam Goodall
Updated over a week ago

Reviewing & completing your clients' books

Review & recategorise your clients' transactions

Coconut is built to make reviewing and categorising your client's transactions super easy.

Written by Adam Goodall
Updated over a week ago

'Mostly Business' accounts vs 'Business+Personal' accounts

Coconut has two different categorisation modes for dedicated business accounts and mixed business+personal accounts.

Written by Adam Goodall
Updated over a week ago

Add a manual adjustment

Coconut makes it easy to add an adjustment or a transaction that is missing from your client's books.

Written by Karolina Jarosinska
Updated over a week ago

Query your clients' transactions

Need to ask your client about some of their transactions? Select and copy queries to clipboard.

Written by Karolina Jarosinska
Updated over a week ago

How to make adjustments for CIS deductions

You can add back CIS deductions in a few clicks for subcontractor clients that fall under the Construction Industry Scheme

Written by Karolina Jarosinska
Updated over a week ago

Reports

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 Adam Goodall
Updated over a week ago

Downloading the SA103S report

Get the figures your need for your client's tax return with the SA103S report

Written by Adam Goodall
Updated over a week ago

How to download a report with a summary by category

Once you’ve got your clients books up to date in Coconut, you might want to get totals of the figures.

Written by Adam Goodall
Updated over a week ago

Export transactions to CSV

To export your clients transactions, you can use the export CSV on the bookkeeping tab.

Written by Adam Goodall
Updated over a week ago

Invoicing

How to manage and view your client's invoices

If you have a client that uses Coconut’s invoicing feature, you can see the list of invoices they’ve raised through the 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 Adam Goodall
Updated over a week ago

Supporting your VAT registered clients

Use our template to create MTD-compliant VAT returns for your VAT registered clients

Written by Adam Goodall
Updated over a week ago

Moving your clients to Coconut

Handling storing of receipts and invoices, and aligning accounting entries to your previous accounting system.

Written by Adam Goodall
Updated over a week ago

How billing works for Coconut partners

Details on how billing work when you're paying for subscriptions on behalf of your clients.

Written by Adam Goodall
Updated over a week ago

Browsers supported by Coconut Accountant Portal

We support Chrome, Firefox, Safari and Edge

Written by Aaron Beardmore
Updated over a week ago