Onboard/Offboard Client to Practice

Acxite is a comprehensive accounting platform designed to streamline financial management for various businesses. Whether you are an accountant managing multiple clients or a business owner overseeing several entities, Acxite allows you to manage multiple businesses efficiently from a single set of credentials. This article will guide you through onboarding new businesses, managing user access, and offboarding businesses when they are no longer needed.

Follow these steps to onboard new businesses to Acxite:

Step 1 – Set up a new business in Acxite with the business’s legal name. A business in Acxite acts as a container to organise all financial documents and transactions. This also applies to individuals or sole traders if the client is not a registered company.
Step 2 – Invite users to the new business that has been set up for them.
Step 3 – Share the business document inbox email with the users to allow them to upload documents via email, facilitating automated data entry.
Step 4 – Advise users to install the Acxite mobile app to scan and upload bills and receipts on the go.

Once businesses are set up and users are invited, you can monitor and manage their activity and permissions within Acxite.

The Practice Dashboard provides an overview of all businesses under your management. It lists each business along with key information such as the number of documents currently in progress, documents ready for processing, and the date of the last upload. This overview helps you track engagement and ensure timely financial data processing.

You can remove or update a user’s access permissions at any time. If a user no longer requires access or their role changes, you can revoke access or adjust their permission level accordingly.

You can also invite your staff members to Acxite and assign them to specific businesses. This ensures everyone on your team has appropriate access and visibility based on their responsibilities.

If a business is no longer managed by you, or you no longer need to maintain their account in Acxite, you can offboard them in one of the following ways:

If you wish to preserve the business’s historical data but remove user access:

Step 1 – Remove the user’s access from the business. This will revoke their login permissions without deleting any historical data.
Step 2 – Modify the document inbox to prevent further document uploads via email. Please contact the support team via the in-app web chat or email to request a modification to the document inbox email address.

If you prefer to remove all of the business’s data from Acxite permanently, simply delete the business associated with it from your Acxite account. This action will permanently remove all associated data, including uploaded documents, user access, and business configurations.

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