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The Client List and Client Page

This page explains how to find a client in Atlas, open their Fiskl account, and manage everything about the client from the client page. That includes which accountants have access and what each of them can do.

The Client List​

Go to Client Management > Clients in the left sidebar. The list shows the clients of the branch selected at the top of the menu. To see another branch, select it in the branch selector and the list updates.

Which clients you see depends on your Atlas permissions. Team members with View All Clients see every client on the branch. Team members with View Assigned Clients see only the clients they are assigned to.

Newly added clients appear at the top of the list. Each row shows:

  • Client: The company name, with the branch underneath
  • Plan: The client's Fiskl subscription plan
  • Status: Active, Pending while the connection is still being set up, or Failed if setup did not complete
  • Added: The date the client joined your practice
  • Your Access: Your own permission level on this client, or No Access if you are not assigned
  • Access: The main action for the client, described below

Showing and Hiding Columns​

Select the Columns button above the list to show or hide columns. The optional columns are Branch, Synced, Fiscal YE, Team and Primary. Atlas remembers your choice on this browser. Select Reset to default to return to the standard set.

You can also sort the list by selecting a column heading and selecting Asc or Desc.

Searching, Exporting and Syncing​

Use the search box to filter by client name, branch, plan or primary accountant. The buttons above the list let you:

  • Export the list, or only the selected rows, to CSV
  • Sync the list with Fiskl to pick up changes made on the client side.
  • Toggle Show Deleted to see clients whose connection has ended
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Accessing a client account for the first time completes the connection between Atlas and Fiskl. Only after this will sync work. Disconnected clients stay in the deleted view so you keep their notes, documents and revocation history. To reconnect, the client must invite you again. See Completing the connection

Opening a Client's Fiskl Account​

The Access column shows one button for each client. The button depends on your relationship with that client.

ButtonWhat it meansWhat to do
Access FisklYou are assigned to this clientSelect it to open the client's Fiskl account
Set Up AccessNobody has given you access yet, but you can grant itSelect it to open the client page and add yourself
Select PlanA Charge Us client has no subscription plan yetSelect it to pick a plan first
No AccessYou are not assigned and cannot add yourselfAsk your branch Owner to give you access

When you select Access Fiskl, the client's account opens in Fiskl with your permission level for that client. You do not sign in again.

Completing the Connection​

Adding a client, or accepting their invitation, links the client to Atlas. The connection to their Fiskl account is only complete after an accountant from your firm opens it. Select Access Fiskl once for each new client.

Until then, the client appears in your list but Atlas cannot read their books. Features that depend on the client's data, such as the Advisory view, show nothing for that client.

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You only need to do this once per client. Any accountant assigned to the client can complete it.

The Client Page​

Select a client row to open the client page. The top of the page shows the client's details, such as their email, plan, fiscal year end and when they were last synced. It also has the Access Fiskl button and a More actions menu.

Below the header, the page has these sections:

  • Accountant Access: Who can work on this client and at what permission level
  • Documents: Files shared with the client
  • Advisory: Attention items for this client
  • Notes: A shared note for your team
  • Revocation History: Everyone whose access to this client has been removed

Managing Accountant Access​

The Accountant Access section lists every accountant assigned to the client, with their permission level. The primary accountant has a Primary badge.

Adding an Accountant​

You need the Grant Client Access permission to add an accountant.

  1. Open the client page
  2. In Accountant Access, select Add Accountant
  3. Under Select Accountant, select the team member
  4. Under Permission Level, select Full Admin, Billing Admin, Accounting Only or Read Only
  5. Toggle Set as Primary Accountant on if this accountant is the main contact for the client
  6. Select Grant Access

The permission level starts on your branch's default. The accountant can now open the client's account with Access Fiskl. For what each level allows, see Client Access Levels.

Changing an Accountant's Permission Level​

You need the Update Client Access permission to change a level.

  1. Open the client page
  2. In Accountant Access, open the menu on the accountant's row
  3. Select Edit Permissions
  4. Select the new permission level
  5. Select Update Permissions

The new level applies the next time the accountant selects Access Fiskl. If they are already working in the client's account, it applies within an hour without them signing in again.

Revoking an Accountant's Access​

You need the Revoke Client Access permission to remove an accountant.

  1. Open the client page
  2. In Accountant Access, open the menu on the accountant's row
  3. Select Revoke Access
  4. Enter a reason of at least 10 characters
  5. Select Revoke Access to confirm

The accountant can no longer open the client's account, and Fiskl is notified straight away. The removal is recorded in Revocation History with your reason. If you revoke the primary accountant, Atlas warns you first.

Notes, Documents and Advisory​

Notes​

Each client has one shared note for your team. Use it for contacts, billing arrangements or anything worth remembering. Select the note to edit it, and select outside the note to save.

Every save keeps the previous version. Select History to see earlier versions and who wrote them. You need View Client Notes to read the note and Update Client Notes to change it.

Documents​

The Documents section holds files you share with the client, organised in folders. You need the View Documents permission to see it. For details, see Document Storage.

Advisory​

The Advisory section shows any attention items for this client, such as overdue receivables or a broken bank feed. For details, see Advisory Overview.

Revocation History​

Select View History in the Revocation History section to see every time access to this client was removed. Each entry shows the date, the accountant, who removed them and the reason given.

The Type column shows how access ended:

  • Accountant Removed: Someone in your firm revoked one accountant
  • Client Deleted: The whole client was deleted or disconnected
  • Client Initiated: The client removed your access from their Fiskl account

The history is permanent. It supports compliance checks and audits of who has had access to a client's books.

Ending a Client Relationship​

The More actions menu at the top of the client page holds the actions that end or change the relationship. The options depend on how the client was added.

For Charge Us clients, which your firm owns and pays for:

  • Suspend account: Moves the client to the archive tier and pauses billing. The account stays readable, you keep ownership, and you can reactivate it later. The client is notified.
  • Transfer ownership: Hands the account to the client on the archive tier, which they can upgrade. The client leaves your list, and you keep access only if they invite you back.
  • Delete account: Permanently disables the account, revokes all access and stops billing. Fiskl keeps the data for 14 days.

For Client Pays clients, which the client owns:

  • Disconnect client: Removes the client from your branch and revokes all accountant access. The client keeps their account and subscription.
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Each of these actions asks for a reason. Transfer ownership, delete and disconnect cannot be undone.

Common Issues​

A client shows no signals in the Advisory view

Nobody from your firm has opened this client's Fiskl account yet, so the connection is not complete. Select Set Up Access if it appears, then Access Fiskl. The client's signals appear the next time the Advisory view refreshes.

You see Set Up Access or No Access but expected Access Fiskl

You are not assigned to this client. If you see Set Up Access, select it and add yourself under Accountant Access. If you see No Access, you do not have permission to add yourself. Ask your branch Owner or a Super Admin to give you access.

A team member cannot see a client in the list

Check that the team member has the correct branch selected. If they have View Assigned Clients rather than View All Clients, they only see clients they are assigned to. Add them to the client under Accountant Access.

An accountant cannot do something in the client's Fiskl account

Their permission level on this client does not include that action. Check their level under Accountant Access and change it with Edit Permissions if needed. See Client Access Levels for what each level allows.