Add your first client
“How do I set up my first client? Do they need an account?”
Add clients, pick 'I'll manage their books', give the client a name and country. Thirty seconds later you are inside their books. The client never needs a login; you can give them one later if you want.
Real screens from the live product, filmed as Harbour & Vale Accountants on 2026-09-02. Use the arrow keys to move between steps.
accounts-os.com
Step 1 of 4
Open Add clients
From the practice dashboard, Add clients offers the ways in: manage a client yourself, import a list, migrate a book from Xero or QuickBooks, or invite the client to connect.
Try it with one real client.
Fourteen days free, then billed per live client in arrears. Add one client and see how it lands before you move the rest.