Coconut

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

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