Coconut

Add or remove clients from the Accountant platform

How to Manage Your Clients

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

Accountant Resources

A quick introduction for new Coconut Partners

Welcome to the Coconut Partner Programme

Watch our intro video to learn more about the Accountant Platform

Getting Started With the Accountant Platform

Getting Started

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

Inviting Your Clients to Coconut

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.

What's the Onboarding Process Like For My Clients?

A few tips on getting your client started with Coconut.

What to Do Once My Client Has Signed up to Coconut?

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

Connecting Your Client's Bank Accounts

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

Client FAQs About Open Banking

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

Which Banks Are Supported by Coconut

Onboarding Your First Clients

We support Chrome, Firefox, Safari and Edge

Browsers Supported by Coconut Accountant Platform

Accountants: How to unsubscribe from client activity reports

General

Add or remove team members from the Accountant Platform

How to Manage Your Team Members

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

How Billing Works for Coconut Partners

Coconut Partner Billing & Team Member Management

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

Communicating Coconut to Your Clients

A longer, more detailed email template to tell your clients about why you’re working with Coconut.

Detailed Client Email Template

Background to MTD ITSA for Your Client

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

Marketing Materials for Your Practice

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

Wording to Describe Coconut Benefits & Features

Communicating & Promoting Coconut to Your Clients

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

Review & Recategorise Your Clients' Transactions

For accountants looking for running balances on bank accounts to check to bank statements

Running Balances to Check to Bank Statements

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

'Mostly Business' Accounts vs 'Business+Personal' Accounts

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

Add a Manual Adjustment

Learn how to use the receipt tool to manage your client's receipts

Managing Your Client's Receipts

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

Query Your Clients' Transactions

Learn how to use Income Streams to track different streams of property and business income

Supporting Clients with Multiple Sources of Self-employed and/or Property Income

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

How to Make Adjustments for CIS Deductions

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

Supporting Your VAT Registered Clients

Reviewing & Completing Your Clients’ Books

Prepare sole trader self-assessments quickly using Coconut and your tax filing software in a few clicks.

SNF Export for Preparing Self-Employed Tax Returns

A breakdown of which categories in Coconut make up the SA103S in reporting.

How Coconut Populates SA103S Values

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

Downloading the SA103S Report

How to decide on and download the correct SA105 report

Downloading the SA105 (UK Properties)

How to download the SA106 for Foreign Property self-assessment

Downloading the SA106 (Foreign Property)

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

Export Transactions to CSV

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

How to Download a Report With a Summary by Category

Preparing Your Clients Tax Returns and Reports

If you have a client that uses Coconut’s invoicing feature, you can see the list of invoices they’ve raised through the Accountant Platform.

How to Manage and View Your Client's Invoices

Viewing Your Clients' Invoices

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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