Client Impersonation: Accessing your clients account
What is Client Impersonation?
Client Impersonation allows you to log directly into your client's account from your Agent Dashboard. You'll have full access to prepare, review, and submit their tax return on their behalf.
How to Impersonate a Client
Open your Agent Dashboard
Find the client you want to access
Select the three-dot menu (⋮) on their card
Select "Impersonate"
You're now logged into their account with full accountant access
Click "Sign out" to return to your Agent Dashboard
What You Can Do
When impersonating a client, you have full accountant access to:
Manage and review their transactional and source data
View and review all their data and tax return
Review return and prepare it for submission
Submit their return to HMRC when ready
Quick Tips
Questions?
Contact ApariPro Support here.
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