Pleo

Accountancy firms can use Pleo to manage client expenses. And their own. Here's how to get started.

Introduction to the Partner Portal

Learn how to add your clients directly from the Partner Portal

Learn how to assign your team to specific client accounts

If you have a Pleo partner account, here's how you can invite your colleagues.

Learn about the different options for filtering and prioritising outstanding tasks.

How to change your accountant's access level if you're a client

Learn how our partners can get access to pay invoices on behalf of their clients.

How to help your clients as a partner bookkeeper

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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