This guide is for accountants managing client bookkeeping through Taxomate. If you're an individual seller, follow this guide to set up your own account.
As an accountant, you can onboard clients in Taxomate by walking through a guided setup. You'll choose their sales channels, who pays, and how the accounting software connects. Then Taxomate creates their accounts and emails the client to finish any required steps, like connecting marketplace accounts.
To start, select Clients in the sidebar, then Add client. The setup has up to six steps. Select Continue after each step. The bar above each step title shows your progress. Select a finished part of the bar to go back to that step. To stop, select Finish later at the top right. Before you name the client, this button is Cancel. If you have unsaved changes, Taxomate asks Leave without saving?. Your saved answers stay.
Enter the Client name. This appears on your Clients page for easy reference.
Choose the marketplaces your client uses (Amazon, Shopify, eBay, Walmart, Etsy). Set the number of accounts for each channel. Choose at least one account.
You can either:
Choose I pay (common for full-service firms). The accounts join your plan. Orders from all the clients you pay for count toward its monthly limit.
Choose The client pays. The client chooses a plan after they sign in. Their plan is separate from yours.
You can change this until you send the invitation.
If you pay, choose the plan. All your client accounts share this plan and its monthly orders. You can upgrade or downgrade later if needed. If your client sells on more than one channel type, you need a multi-channel plan.
If the client pays, this step does not show.
You have two options:
Your client connects it. We email them a link.
You connect it, if you have access. Choose Connect QuickBooks, Connect Xero, or Connect Wave. If you already have a connection, the choice reads Use your QuickBooks connection (or Xero, or Wave). Wave is not offered if the client sells on Shopify.
Taxomate shows a summary of your answers, each with an Edit link. Enter the Client's email (use the owner's email). We email this address a sign-in link.
Select Create {n} accounts and invite. Taxomate asks Create {n} accounts and email {email}? Confirm with Create accounts and email. If one account fails, creation stops, so check the linked accounts afterwards.
Once your client connects their marketplaces and accounting software, you'll receive a notification. You can then proceed to set up their accounts and taxes.
If you need help at any point, reach out via the chat bubble (Help and feedback) in the sidebar, or email us at [email protected].
