---
title: "Managing clients from the Partner dashboard"
description: "How to see client status, add clients, and open client accounts from the Taxomate Clients page for partners."
url: https://docs.taxomate.com/en/articles/11853631-managing-clients-from-the-partner-dashboard
collection: "Partners"
updated: 2026-10-22
language: en
---

# Managing clients from the Partner dashboard

How to see client status, add clients, and open client accounts from the Taxomate Clients page for partners.

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.

## Open the Clients page

Log in and select **Clients** in the sidebar. (This item was called **Dashboard**.)

![Your clients page with filter chips, search, and a client table](https://staticfiles.gleap.io/ghelparticle/KhLHtTga4KTwEaJvGuVlI97JEauFJDx5JuXpoMulaNLK124Ag7Jt4hWtmX2ysG5tyPdolrDP7K5.png)

## What you see

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**.
    

## Open a client account

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.

## Add a client

1.  Select **Add client**. The guided setup has up to six steps:
    
    1.  **Name your client**: enter the **Client name**.
        
    2.  **Where does your client sell?**: set the number of accounts for each channel.
        
    3.  **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.
        
    4.  **Choose a plan**: the plan for your partner account, if you pay. All your client accounts share this plan and its monthly orders.
        
    5.  **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**.
        
    6.  **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.
        
2.  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**.
    

![First step of Add a client with a Client name field](https://staticfiles.gleap.io/p68a7b1342e2424396e93973d/W74v5IdzIcL1xYckFaAjvXdvJaV2F8YcGL3qiykXRxV8JnAozjoyTvND31H7vOpKeFGYq3XONRX.png)

[See the full guide: How to add a client account](https://docs.taxomate.com/en/articles/11853602-how-to-add-a-client-account-for-partners-accountants-bookkeepers-etc.md)

## Setup not finished

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.

## Billing

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.

## Tips

-   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.
    

## Need help?

Select the chat bubble (**Help and feedback**) in the bottom-left corner of the sidebar or email [support@taxomate.com](mailto:support@taxomate.com).