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Client Pays Model

This page explains how the Client Pays billing model works, including the two ways clients can connect and how billing is managed.

How Client Pays Works​

With the Client Pays model, the client owns their Fiskl account and pays their own subscription directly to Fiskl. Your firm has no payment responsibility for Client Pays accounts.

Either party can disconnect the relationship at any time. This model suits advisory relationships, bookkeeping services, and clients who prefer to control their own account.

Two Ways to Connect​

Client Pays connections can start from either side — you can invite the client, or the client can invite you.

You Invite the Client​

You generate an invitation link from Atlas and share it with the client yourself.

  1. Go to the Dashboard in Atlas
  2. Select Clients > Add Client
  3. Select Client Pays
  4. Atlas generates a unique invitation link for the branch

Atlas provides a summary email you can copy and a direct link you can copy. You send this to the client through your own email or messaging. Atlas does not send the invitation on your behalf.

The client uses the link to create their Fiskl account, complete setup, and add their own payment method. Once the client finishes, an invitation is sent back to you automatically. You accept this invitation from your Atlas sidebar to complete the connection.

The Client Invites You​

An existing Fiskl user can invite you directly from their account.

  1. Give the client your branch email address
  2. Ask the client to go to External Access in their Fiskl Dashboard
  3. The client sends an accountant invitation using your branch email address
  4. The invitation appears in your Atlas sidebar
  5. Accept the invitation to complete the connection

The branch email address is the most reliable way to ensure the invitation reaches the correct branch.

Client Billing​

The client manages their own subscription, plan level, and payment method from within their Fiskl account. You do not see or manage their billing details. Your branch invoice only includes Charge Us clients — Client Pays accounts do not appear on it.

Disconnecting​

Either party can end the relationship at any time. When disconnected:

  • Your team loses access to the client's Fiskl account
  • The client's account continues unaffected
  • The client keeps their subscription and all data
  • The client can invite a different accountant if they choose

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

Key Characteristics​

  • The client creates and owns their account
  • The client pays their own subscription directly to Fiskl
  • Either party can disconnect the relationship
  • No billing verification required on your side
  • You can share invitation links publicly for broad distribution
  • The client must accept the final connection step