With Accountable for Accountants, you can easily assign seats (licenses) to your clients.

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1️⃣ Go to Client List
2️⃣ Search for the client you want to upgrade (must be on the Free plan and share access with you)
3️⃣ Click on Upgrade
4️⃣ A window will open, with the client pre-selected
5️⃣ Click on Assign
✅ Seat assigned!
📧 The admin and the client will each receive a confirmation by email.

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Option 1: Via Client List

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1️⃣ Go to Client List
2️⃣ Select the clients you want to upgrade (or use the Free filter)
3️⃣ Click on Assign Seats
4️⃣ Confirm with Assign (or purchase extra seats first if needed)
5️⃣ View assigned clients in Seat Management
📧 The admin and all clients will receive a confirmation by email.

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Option 2: Via Settings

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1️⃣ Go to Settings > Seat Management
2️⃣ Click on Assign Seats
3️⃣ Search for the client (Free plan and access shared)
4️⃣ Optionally, add more clients
5️⃣ Click on Assign
6️⃣ View assigned clients in Seat Management
📧 The admin and all clients will receive a confirmation by email.

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Need help? Chat with us or email support@accountable.eu, we're happy to help.