Client Management

Need to transfer a client to your office?
Follow these steps I transfer a client to my office in 5 steps Do you want to transfer a client, who already has an active account with CodaBox, to...
Wed, 5 Oct, 2022 at 4:11 PM
Request a platform transfer
Follow these steps I transfer my client to my other platform If you want to transfer a client folder to another of your MyCodaBox platforms, you can r...
Wed, 5 Oct, 2022 at 4:09 PM
Create new client & Troubleshooting
Create a new client Easily create a new client via MyCodaBox Easily create a new client via MyCodaBox > CLIENTS > New Client In the screen that...
Thu, 26 Jan, 2023 at 1:40 PM
Managing my client data: Updates & Troubleshooting
Update my client's data I adapt my client's data via MyCodaBox In MyCodaBox > Clients > Client List > Search for your Client > In t...
Thu, 26 Jan, 2023 at 1:50 PM
Add bank account for an existing client
Follow these steps Adding an account for an existing client To add a bank account for an existing client, go to MyCodaBox and search and select your c...
Tue, 13 Sep, 2022 at 3:26 PM
Client transfer list - what do the different states mean?
In MyCodaBox via CLIENTS - Client Transfers List  you will find an overview of your client transfers. This list contains two tabs - each tab gives you an o...
Tue, 13 Sep, 2022 at 3:50 PM
CODA (also) delivered to your client
CodaBox is often asked to deliver CODA to your office as well as to your client. However, this is only possible in certain circumstances. Read our options b...
Fri, 20 Jan, 2023 at 2:31 PM
Verifying your client's e-mail: An important step!
CodaBox verifies my client's email address  Just like you register on a web shop, CodaBox asks the client to confirm his email address Why? CodaBox...
Fri, 20 Jan, 2023 at 2:32 PM
Archiving client: Questions & Answers
Why archive a client in MyCodaBox?  You no longer want to see one of your clients in your MyCodaBox platform for one of the following reasons: The c...
Mon, 19 Sep, 2022 at 4:29 PM
How can I adapt the contact details of my accounting office?
Your Accounting Office information is available in MyCodaBox > ACCOUNT > Fiduciary Information Any request to adapt the contact details of your accou...
Fri, 20 Jan, 2023 at 1:38 PM