Inviting a client
Open Client portal
On the Team page press "Client portal logins".
Invite them
The owner enters the client's email address, chooses the client and presses "Invite to the portal". Send them the link Accountin shows.
They join
They create a login, set up two-step sign-in and accept the invitation.
What the client sees
- Documents: send bank statements, receipts and other files, including PDFs, photos, spreadsheets and bank export files of up to 20 MB each.
- Figures: income, costs and profit for the year so far and the bank balance today, and their accounts once shared.
- Approvals: accounts, VAT and Self Assessment returns waiting for them. A Self Assessment return opens from "Read and approve the return".
- Messages to and from the practice.
The practice side
"Clients using the portal" shows logins, unread messages, recent uploads and what is awaiting approval. Open a client to reply to messages, share documents and ask for approvals.
Accountin is opening to its first practices
Register your practice and we will contact you to set up your account.