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Client Pays Model

This guide explains how the Client Pays billing model works, how clients connect with your practice, and what happens when the connection ends.

How Client Pays Works​

With Client Pays, your client owns their Fiskl account and pays their subscription directly to Fiskl. Your firm has no payment responsibility, so you don't need a payment method on your branch.

Either your firm or your client can end the connection at any time.

How Clients Connect​

A Client Pays connection can start from either side.

You Invite the Client​

Atlas creates an invitation link for your branch. You send it to your client yourself, by email or any other channel. Atlas doesn't send it for you, and you can share the link as widely as you like.

Your client uses the link to create their Fiskl account, complete setup, and add their own payment method. Signing up doesn't connect them to your branch. Your client then invites your branch email from their Fiskl account, and you accept the invitation under Client Invitations.

See Adding Clients for the steps.

The Client Invites You​

A client who already uses Fiskl invites you from their own account, using your branch email. The invitation appears under Client Invitations in Atlas.

If your client invites an email address that isn't linked to Atlas, they can send you an automated email with instructions to create your Atlas account.

See Accepting Client Invitations for the steps.

Client Billing​

Your client manages their own plan, subscription, and payment method from their Fiskl account. You don't see or manage their billing details, and Client Pays accounts never appear on your branch invoice.

Disconnecting​

When either party ends the connection:

  • Your team loses access to the client's Fiskl account
  • The client's account, subscription, and data continue unaffected
  • The client can invite a different accountant if they want to

No ownership transfer is needed, because the client already owns their account.

Earning Commission​

Client Pays accounts are eligible for the Fiskl Partner Program. When a client you refer subscribes to Fiskl, you can earn commission. See Fiskl Partner Program.