Clients · Octotax for Accountants
Your client area
What your clients see, who has started using it, and how to invite and nudge the rest.
Your client area is your firm's branded space for each client: what you need from them, your work for them in plain English, their dates, tax to pay, records, messages and documents. It works on a phone and can be added to the home screen.
Get clients using it
- Open Client area in the sidebar. Each client shows whether they've been invited, when they were last seen, whether they've linked the free Octotax app, and what they're waiting on.
- Select clients and choose Invite or Nudge. Edit the message, check the preview of who gets it, and send.
What clients see of your work
Each job shows its stage in plain English, such as "We're preparing your accounts" or "Waiting for you: bank statements". Set your own wording per stage in Settings → Service templates → What the client sees.
On a client's record, the Client area tab brings together their app link, updates, tax to pay, records and tools.
Related guides
Still stuck?
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