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Pleo partners

How to help your clients as a partner bookkeeper

Angela avatar
By Angela1 author10 articles

Pleo Partners


How to add your clients
How to verify your client's Pleo account
How to add colleagues and assign them to clients
How to manage bookkeeping tasks for your clients
How to add admin(s) and team members within an accountancy's Pleo account
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 pay invoices on behalf of clients
How to top-up a client's Pleo Wallet
Introduction to the Partner Portal
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