Where to find it
Accountant portal → Clients
✅ Common tasks
Review and filter your clients
Open Clients in the accountant portal
Check each client's incoming, outgoing, transaction and To-do counts
Watch for a red To-do count, which flags a high workload
Select All, PEPPOL active or PEPPOL not active to filter the list
Star a client row to pin it as a favourite
Counts above eight To-dos are highlighted as a workload warning.
Switch into a client's organisation
Find the client in the Clients list
Select the arrow button at the end of their row
You'll land in that client's To-do list
Use Switching between organisations to move to another one
Pending invitations have no switch button since they aren't connected yet.
Invite a new client
Open Clients and select Add client
If you have an Exact Online connection, activate a company from the inactive list or search by name
Otherwise select Add manual new client
Enter the organisation name, then pick a matching suggestion or fill in details manually
Add the VAT/EIN number and contact's name and email, then select Send invite
Selecting a suggested organisation fills company details only — you'll still need to add the contact name and email.