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How do I add a client company to Apron?
How do I add a client company to Apron?

Are you a part of a Practice managing multiple companies? Find out how to add them to Apron.

Marek Liszka avatar
Written by Marek Liszka
Updated over a week ago

A few steps are involved here, but it's a straightforward process. To add your client's company:

  1. Navigate to the 'Clients' tab under your Practice hub and click on the '+ Add client' button visible in the top-right corner of the screen.

  2. You’ll be asked to input the client’s company name and choose which of your Practice members will work with this client.

  3. Choose if you want to connect the client to Xero or QuickBooks or continue without accounting software.

  4. Input the email address of the Business Owner - the primary point of contact who will oversee the account from the client’s side. The client will receive an email invitation to join Apron and complete activation.

    Note: If you’d like, you can help your client verify their account by providing their company details upfront. Verification of company details is only needed to activate Payments. If your client will only be using Bookkeeping, company details are not required.

You can resend the email invitation to your client at any time by navigating to your Clients - Pending clients list in your Practice hub and clicking ‘Resend invite’.

Check the details of the different permissions of company members in our article: Roles and details of company members.

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