You can refer a client who already has a Countingup account by following these steps:
- Sign in to your Accountant Hub
- Click ' Invite client'
- Fill in the client's personal and business details
- Click 'Invite client'
Your request is now pending your client’s approval. We strongly recommend that you also tell your client to expect the request to pair your Hub with their account 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'.