If your client has created an account for their company but still needs to provide you with access, they will need to send you an invite. They can do this by following the instructions in this video.

Once they have sent their invite you will need to accept this before you can access their financial data on Pandle.

From your Partner account you will need to head to Partner Admin > Your Accountancy Firm, then from the Pending Requests tab you will have the option to either accept or reject the invite.

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