Guide for accountants & bookkeepers
Eight steps to run several clients in one account and export clean records.
Contents
Get access to the client
Ask the client to invite you, or create the company yourself and invite them. You keep one login for every client.
Switch between companies
The company switcher at the top of the screen moves you between clients without signing out. Each company keeps its own settings and records.
Set the VAT scheme
Check the VAT number, the scheme and the period dates for each client before the first return. A wrong scheme is the most common cause of wrong figures.
Work through the review queue
Entries the AI is unsure about are collected in one list. Fix the category, split a line or attach a missing receipt, then approve.
Chase what is missing
Mark an entry as waiting for a receipt. The client sees the request in their app and can photograph it there and then.
Reconcile the bank
Match bank lines to entries in bulk. Anything unmatched stays visible, so the period never closes on a mystery payment.
Prepare the VAT Return
Open the return, check each box against your own working papers and record your approval. The digital records stay linked to the figures.
Export into your practice software
Export the period to Xero, QuickBooks, Sage 50 or FreeAgent, or take plain CSV, Excel or JSON if your practice software prefers it.