As an accountant, you can invite clients to Accountable and register them for Peppol directly from the accountant platform at accountants.accountable.eu. This article covers how to invite clients, remove them, and complete their Peppol registration step by step.
1. Inviting clients yourself
To invite a client, click Add your clients to Accountable. Enter their email address and send the invitation.
2. Removing clients
To remove a client or revoke access to their account, click the three dots next to their name and select Remove access.
3. Registering a client for Peppol
Follow these steps to register a client for Peppol via Accountable, so their business is fully set up for Peppol invoicing and e-document exchange.
Step 1: Log in to accountants.accountable.eu 🔑
Log in to the platform. Once logged in, you have two ways to start the registration process:
Option 1: Click the notification to go directly to the Peppol overview.
Option 2: Click your name in the top right, then select Settings to view an overview of your client's Peppol registration status.
Step 2: Check the Peppol overview 🔍
Click Peppol Overview to see which clients are not yet registered on Peppol. To register a client, click Register next to their name.
Step 3: Complete the accountant verification ✅
Before registering a client, complete your own accountant verification:
1. Enter your ITAA number in the field provided.
2. Click Simply add your documents to this email template to proceed, or send an email to the dedicated address with the required documents attached.
Step 4: Add the required documents 📎
After clicking the link, your email app opens with a pre-filled template. Attach the required documents and send the email to the specified address.
Step 5: Wait for approval ⏳
Once you have submitted the documents, Accountable will review them and approve your request. 🎉
Step 6: Register clients for Peppol
Double-check all information before submitting.
Step 7: The client receives a notification 📲
Once registration is complete, your client receives a notification on their home screen in Accountable. They can confirm the registration or opt out if they prefer.
⚠️ Important reminder!
Don't forget to attach the documents to the email. Without the documents, we can't approve the request. In some cases, we may ask for a short video call to verify your identity.
Key takeaways
You can invite clients to Accountable directly from the accountant platform using their email address.
To remove a client or revoke access, use the three-dot menu and select Remove access.
To register a client for Peppol, you must first complete your own accountant verification with your ITAA number.
After submitting your documents, Accountable reviews and approves your request before you can register clients.
Once registered, the client receives a notification in Accountable and can confirm or opt out of Peppol.
Need help? Chat with us or email support@accountable.eu, we're happy to help.