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Pleo partners
How to help your clients as a partner bookkeeper

Introduction to the Partner Portal
How to add your clients
How to verify your client's Pleo account
How to add colleagues and assign them to clients
How to add admin(s) and team members within an accountancy's Pleo account
How to manage bookkeeping tasks for your clients
How to connect your client's Pleo account to their accounting system
Where to change an accountancy firm's access level (or disconnect them from your organisation)
How to top-up a client's Pleo Wallet
How to pay invoices on behalf of clients