Important: This method allows you to set up a Pandle account on behalf of your client. If you prefer, you can also invite clients to create their own account in Pandle.
Add your clients' information to Pandle and start collaborating on their accounts. This article includes:
How do I create a new account for my client on Pandle?
Click 'Partner Admin' in the Pandle navigation, and select your accountancy firm.
Select the 'Companies' tab, and click 'Add New Company'.
Complete the form with your clients' details, and click 'Continue' on the final screen to save their information.
How do I set up subscription fees for my clients?
Once you save your client's company details, you will be asked to confirm whether you will pay the the monthly subscription fee on behalf of your client or not.
Check the box, and click 'Yes, Add To Partner Accountant' to pay subscription fees on behalf of your client.
Do not check the box, and click 'No, Continue To Billing Plans' to make other arrangements.
How will my client know that I have created an account for their company on Pandle?
To help you manage your clients your own way, Pandle will not notify clients automatically when you create an account for their company.
To notify your clients, add them as a user to their company account in Pandle.
Click 'Partner Admin' and select your firm from menu.
Select the 'Companies' tab.
Use the arrow icon to select the client's account.
Pandle will switch to your client's account, and display their business name in the navigation bar.
Click the settings icon and select 'Company Settings'.
Select the 'Users' tab. You will see a list of any existing users.
Click the 'Add New User' button.
Enter your client's details and set their access permission level. Then click 'Invite User' to grant your client access to their company account in Pandle.
What happens next?
Your client will receive an email prompting them to activate their account by:
Clicking the link in the email
And then signing into Pandle using the email address you sent the invitation to
And entering the temporary password from the invitation email