Banqup

Step-by-step guide to adding new clients and their essential business information to your Partner space

Adding clients to your Partner space

Inviting your accounting firm's clients to Banqup

Learn how to set up and manage subscription payments for your clients, including billing periods and plan selection

Managing a client’s subscription

Guide to inviting team members to your Partner space and managing their access to client data

Adding users to your accounting firm's space

Control which team members can access specific client spaces and manage their permission levels

Assigning team members to clients

Viewing and syncing client documents

Track and review all client subscriptions you're paying for, including monthly costs and payment history

Monitoring subscription payments for your clients

Switching accountants

Archiving clients

Setting up default billing preferences for new clients

Maxime

Banqup for Accountants

Go to Banqup

API Documentation

Find answers and get help from Intercom Support and Community Experts

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