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Adding Clients

This guide explains how to add clients to a branch in Atlas, either by creating a Charge Us account or by sharing a Client Pays invitation link.

Ways to Add a Client​

There are three ways a client can connect to your branch:

  • Charge Us — You create a managed client account from Atlas, and your firm pays for it
  • Client Pays, you invite the client — You share an invitation link, and the client creates and pays for their own account
  • Client Pays, the client invites you — A client who already uses Fiskl invites your branch email. See Accepting Client Invitations.

Clients are always added to the branch you are working in. Check the branch selector before you start. To decide which billing model suits a client, see Billing Models.

Permissions You Need​

  • To add a Charge Us client, you need Create Clients and Manage Billing on the branch
  • To create and share Client Pays invitation links, you need Invite clients

A Super Admin can do both on any branch.

Adding a Charge Us Client​

In Atlas, Charge Us clients are called managed clients. Adding one creates a new Fiskl account for your client, which your firm owns and pays for.

Your branch needs a verified payment method before you can add Charge Us clients. If you haven't set one up yet, Atlas takes you through billing verification as the first stage. See Charge Us Model.

  1. Go to Clients and select Add Client
  2. Under Charge Us, select Set up account to open Create managed client account
  3. Verify — If this is your first Charge Us client on the branch, complete billing verification
  4. Plan — Select the client's plan: Solo, Pro, or Prime
  5. Details — Enter the client's company name, the business owner's name, and their email address
  6. Settings — Select the Fiskl account currency, then check the Country and Timezone
  7. Optional: Select Invite the business owner to email them a secure link to set their password and access the account. If you leave it unchecked, the business owner still has full access to the account, but they won't receive an email to set their password.
  8. Select Create client account
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The Fiskl account currency becomes the client's base currency for all their accounting. It cannot be changed after the account is created. Country and timezone can be changed later.

The timezone starts on your browser's timezone, so check it matches where the client is based.

The account is created straight away. The client appears in your client list, billing starts on your branch subscription, and you become the client's primary accountant with Full Admin access.

Inviting a Client Pays Client​

  1. Go to Clients and select Add Client
  2. Under Client Pays, select Generate link
  3. Copy the summary email or the invitation link

Send the email or link to your client yourself, by email or any other channel. Atlas doesn't send it for you.

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, so share your branch email with them too. They then invite you from their Fiskl account, and you accept the invitation under Client Invitations to finish connecting. See Accepting Client Invitations.

Your branch's Client Pays link is reusable, so you can share it anywhere new clients might find it:

  • Your practice website or services page
  • Your email signature
  • Proposals and onboarding documents
  • Marketing emails and social media

Each branch has one Client Pays invitation link. The link is reusable, so you don't need a new link for every client.

To stop the current link from working, regenerate it:

  1. Go to Clients and select Add Client
  2. Under Client Pays, select Generate link
  3. Select Regenerate Link
  4. Confirm

The old link stops working straight away. Share the new link with future clients.

Regenerate your link if a team member who had it leaves your practice, if you restructure your branches, or if the link has been shared somewhere it shouldn't be.

After Adding a Client​

Before Atlas can read the client's books, someone from your firm must open the client's account once. Select Access Fiskl next to the client in your client list. Until you do, features such as Advisory show nothing for that client. See The Client List and Client Page.

Common first steps in a new client's account include reviewing company and tax settings, connecting bank accounts, and assigning team members to the client.

Common Issues​

The client's email address is rejected when adding a Charge Us client

Every Fiskl account needs a unique email address. If the email is already in use, the client probably already has a Fiskl account. Ask them to invite you from their own Fiskl account instead. See Accepting Client Invitations.

A Charge Us client should have been Client Pays

A client's billing model can't be changed. You can transfer ownership of the account to the client instead. The account moves to the archive tier, and the client upgrades it to their own subscription. See Switching Billing Models.

A client was added to the wrong branch

Clients can't be moved between branches in Atlas. Contact Fiskl support to move the client to the correct branch.