InformerOnline

As a bookkeeper or accountant, you naturally hope to have as many clients as possible. With an Accountancy Portal, you can manage all these clients under one login and have a clear overview of the tasks that still need to be completed.

When collaborating with a new client, you can add this client in 3 steps, after which an administration is immediately created.

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If you have a new client who is already using Informer, you can link the existing administration to your Accountancy Portal. Read how to do this in the help item <a href="https://helpdesk.informer.eu/en/articles/9992206">How do I link an administration to my Accountancy Portal?</a>

Add a new client to the Accountancyportal

To add a new client, follow the steps below:

Navigate to <a href="https://app.informer.eu/accountant/companies/" rel="nofollow noopener noreferrer" target="_blank">Clients</a> in the left-hand menu;

Complete the 3 steps. Fill in the required information. The following fields are mandatory:

1. Step 1:
 1. Company Name
 2. Contact
 3. Street
 4. House Number
 5. Postal Code
 6. City
 7. Phone Number
 8. Email Address
 9. Commercial register no.
 10. VAT Number
 11. IBAN
 12. BIC (automatically filled in after entering IBAN)
 13. Security Code
2. Step 2:
 1. First Name
 2. Last Name
 3. Email
 4. Username
 5. Password
 6. Password Confirmation
3. Step 3:
 1. Mobile Number
 2. Industry
 3. Processing Days
 4. Chart of Accounts
 5. Package

Decide in step 3 if you want to use the Scan &amp; recognize or the RecognizeRobot for the client.

The new client is now added, and an administration is created immediately with the provided details.

1. Navigate to <a href="https://app.informer.eu/accountant/companies/" rel="nofollow noopener noreferrer" target="_blank">Clients</a> in the left-hand menu;
2. Click New to add a new client;
3. Complete the 3 steps. Fill in the required information. The following fields are mandatory:
 1. Step 1:
 1. Company Name
 2. Contact
 3. Street
 4. House Number
 5. Postal Code
 6. City
 7. Phone Number
 8. Email Address
 9. Commercial register no.
 10. VAT Number
 11. IBAN
 12. BIC (automatically filled in after entering IBAN)
 13. Security Code
 2. Step 2:
 1. First Name
 2. Last Name
 3. Email
 4. Username
 5. Password
 6. Password Confirmation
 3. Step 3:
 1. Mobile Number
 2. Industry
 3. Processing Days
 4. Chart of Accounts
 5. Package
4. Decide in step 3 if you want to use the Scan &amp; recognize or the RecognizeRobot for the client.
5. Save to create the client;
6. The new client is now added, and an administration is created immediately with the provided details.