You can refer a client who doesn’t already have an account to Countingup by following these steps:
- Sign in to your Accountant Hub
- Click ' Add client'
- Fill in the client's personal and business details
- Click 'Add client'
We will now send your client a link to download the Countingup app and open an account using their smartphone. We strongly recommend that you also tell your client to expect the invitation face to face, by phone or via an e-mail.
You can check the list of sent client invitations by clicking on 'Client invitations sent'.