As a Taxomate accounting partner, your Clients page is the central place to manage client accounts. You can see client status, add clients, finish pending setups, and open an account.
Log in and select Clients in the sidebar. (This item was called Dashboard.)
The page title is Your clients. Under it you see your firm name, the number of clients, and the number of accounts. Filter chips show counts: All, Needs you, Setup not finished, and Connected. A chip with no clients does not show. Search with Search clients. Clients that need you come first.
Client: The client name and email.
Channels · books · payer: The sales channels, the accounting software, and who pays, for example "Amazon · QuickBooks · You pay" or "Client pays".
Status: The worst status among the client's accounts.
Added: The date the client was added.
Actions: A button that names the next step, and a ⋯ menu. The button is Reconnect and the channel or accounting software (for example Reconnect Amazon) when a connection has a problem, Open billing when the plan is inactive, Finish setup when the client account is not set up, Continue setup when you have not finished adding the client, and Open when nothing needs you. The menu has Add a channel and Accounts. While setup is open it has Continue setup or Check status.
Select the button on the client's row. Reconnect and Open billing open that page in the client account. If the client has several accounts and you select Open, choose the account. To go back to your clients, open the account menu at the top of the sidebar and select All clients. Each account works like its own Taxomate account: you can review settlements, update mappings, send to Xero, QuickBooks or Wave, change tax settings, and troubleshoot.
Select Add client. The guided setup has up to six steps:
Name your client: enter the Client name.
Where does your client sell?: set the number of accounts for each channel.
Who pays for the subscription?: choose I pay or The client pays. If you pay, the client accounts join your plan, and orders from all the clients you pay for count toward its monthly limit. If the client pays, the client chooses a plan after they sign in. You can change this until you send the invitation.
Choose a plan: the plan for your partner account, if you pay. All your client accounts share this plan and its monthly orders.
Who connects the accounting software?: choose Your client connects it (we email them a link), or connect it yourself with Connect QuickBooks, Connect Xero, or Connect Wave. If your account already has a connection, the button says Use your QuickBooks (or Xero, Wave) connection.
Invite {client name}: check the details, enter the Client's email, and select Create N accounts and invite. Taxomate asks once more: Create N accounts and email the client's address. Then it creates the accounts and emails your client.
Select Continue after each step. Go back returns to the step before. To go to another finished step, select its part of the progress bar above the step title. To stop, select Finish later at the top right. If you changed a step and did not save it, Taxomate asks Leave without saving? Select Keep editing or Leave. Your saved answers stay, and you can pick up later with Continue setup.
See the full guide: How to add a client account
If you have not finished adding a client, the row shows Setup not finished. Select Continue setup on the row to finish the remaining steps. Rows being processed show Setup processing. Select Check status in the ⋯ menu to see progress.
Select Billing in the sidebar. Who pays shows how many clients you pay for and how many pay for themselves, and lists the clients who need a plan or a payment. Your partner account is free. You pay only for the clients you choose to pay for. All the clients you pay for share your plan and its monthly orders. If automatic plan upgrades are on, the plan moves to the next order tier when your clients pass the monthly orders together.
Return to Clients at any time to see setup status.
When a client finishes setup, you get a notification to continue with account and tax mapping.
Select the chat bubble (Help and feedback) in the bottom-left corner of the sidebar or email [email protected].
