Clients can have access to Receipt Bank as soon as you have created an account and user profile for them.
To successfully get your clients using Receipt Bank, we recommend you start by having a discussion with them about how much easier Receipt Bank makes it for them to submit their financial paperwork to you.
When they login to Receipt Bank for the first time, they'll receive the below guided walkthroughs to help them get started submitting documents. This means you can expect to start seeing their receipts, bills, and invoices appearing in their account!
Web Application Walkthrough
If they are completing this flow on a desktop, they will be logged into the application and offered a demonstration of how to submit paperwork. You can preview this below:
Mobile App Walkthrough
If they are logging into their Android mobile device, they will also receive a walkthrough which you can likewise preview here:
(Please note that this walkthrough is currently only available on Android devices).