Connect with your accounting firm's clients on Banqup by sending them an invitation. Once connected, you can securely exchange documents and collaborate efficiently.
Sending an invitation
There are two ways to invite clients:
From the client list
Go to Clients.
Select the Inactive tab.
Click the three dots in the Actions column next to your client.
Select Invite, then check if their information is correct, customize the message if you’d like, then click Send invite.
From client details
Go to Clients.
Double-click on the client's name.
Click Invite in their details page.
Select Invite, then check if their information is correct, customize the message if you’d like, then click Send invite.
What happens next?
After you send the invitation:
Your client receives an email with a link.
They can either:
Log in with their existing Banqup account.
Create a new Banqup account.
Once connected, they'll move to your active clients list.
Note: For detailed instructions on accepting invitations, clients can refer to our guide on Accepting an invitation to a Banqup space.
Resending an invitation
From the client list
Go to Clients.
Select the Inactive tab.
Click the three dots in the Actions column next to your client.
Select Resend invitation.
From client details
Go to Clients.
Double-click on the client's name.
Click Resend invitation.
FAQ
Can I invite multiple clients at once?
Currently, invitations must be sent individually.
What if my client doesn't receive the invitation?
Check the email address and send a new invitation if necessary. Advise clients to check their spam folder.