How Partner Accountants and Bookkeepers Add A New Client
Partner bookkeepers and accountants can set up new clients in Clear Books by navigating to the “new client” menu option and entering the client name to add.
The client will then need to be registered in the same way that all new businesses are registered on Clear Books; by completing standard sign up details such as VAT scheme.
How Partner Accountants and Bookkeepers Invite Clients Into Client Accounts
Partner bookkeepers and accountants can invite clients or users into a client’s account in Clear Books.
This is done by switching to the client’s account and navigating to the invite user menu option. The client’s email address is entered to send them an invite email into the account.