Accountant 1:57

Create a client file

Create a client file. Open a dedicated workspace for your client — identity, access and accounting all in one place, in seconds.

Your available seats
Open the form
Client name and email
No I.C.E
Owner's email and invitation
Create the file
The file appears in the list

That's Sara done — let's see what Karim receives. Karim received his invitation by email. He clicks the link to create his account.

Here is the email Karim received
Karim opens the link
Name and password
Complete the sign-up
Sara and Karim, each in their own space