Adding a new client

Adding a new client


Bulk Migration

Once your account is created, we will invoice you for the agreed number of licences and work with you to export data from your existing systems. We will handle the bulk migration to ApariPro for you, ensuring a smooth transition.

Setting up individual clients

To set up a new individual client, select ‘add a new client’ on your agent dashboard. The information you enter will create the clients account and begin populating their return. After entering the client's details, use the sliders at the bottom of the page to select if the customer has their own login. Providing clients with their own logins offers several benefits. Clients can add a bank feed to automatically load bank transactions and upload receipts to help digitalise the process ready for MTD while reducing manual admin time. Clients can only add information and transactions to their tax return to assist with data collection. They will not be able to submit their own tax return.
We will contact your client directly via email in the following situations: if you request the client to have their own log in, when the bank feed(s) have expired and require renewal, when you’ve reviewed the tax return and request your clients approval and when the submission to HMRC is complete.

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