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Step 1: Add New Client

In this Guide, you’ll learn how to create a new client

Tosin Dairo avatar
Written by Tosin Dairo
Updated over a year ago

One of the biggest challenges bookkeepers often face is managing the workload of maintaining multiple clients. At Jenesys we make the process easy to create a new client by following the steps below.

Note: There is no limit to the number of new client accounts you can create


1. After you Sign In as a partner, Click the '+' icon on the top left.

2. Fill in the required information, then click on 'Add'

3. An email would be sent to the Admin's email address. Simply Click on the drop down icon to the top left to switch to the new Client account.

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