Accountant Dashboard - Adding a New Company to Your Profile

As an Accountant/Bookkeeper, you will be able to add your client’s companies while you are logged into your Plooto profile, so you will be able to manage all your clients with one login.

In order to add a new company, follow these simple steps:

1. Login to Plooto

2. Click on "Switch Company" by clicking on your company name on top right:


3. Click on "Add" next to "Your clients":


4. Enter in the client details in the provided form: 


After creating your client company you will be taken to the onboarding dashboard (Verification Steps) where you can see what documents are required for your client to complete compliance process. 

Also note that your accounting firm/bookkeeping team members are listed in a separate section:

 

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