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Clients · Octotax for Accountants

The free Octotax app, linked

Your clients can use the free Octotax app with the same sign-in, see your work in it, and choose what you see.

Clients sign in to the client area and the Octotax app with the same email and code. Once linked, your work shows in their app, dates you handle are marked "Byte Accounting handles this", and your filings tick their deadlines off.

  • Clients turn the app on from the card at the bottom of their client area, and choose what you can see: their app deadlines, Companies House alerts and, if they want, their tax pot.
  • People already using the app can ask to link with you. Requests appear in App link requests: accept to link them to an existing client (same email) or create a new client.
  • Either side can unlink at any time. The client keeps their own deadlines.

Still stuck?

Contact support: [email protected], we aim to reply within one working day.