How to Add a Client Without a Quicko Account

How to Add a Client Without a Quicko Account

If your client doesn't have a Quicko account, you can set one up for them directly from your Client Dashboard. This creates a sub-account linked to your accountant profile, letting you onboard and manage their taxes without requiring them to sign up themselves.

Before You Start

  • You need an active accountant account on accountant.quicko.com.
  • Keep your client's email address, first name, and last name handy.

Add a Client Without a Quicko Account

  1. Go to accountant.quicko.com and log in.
  2. Click Manage Client in the top-right corner.
  3. Select Add Client without Quicko Account from the dropdown.
  4. In the Add Client dialog, enter your client's Email Address, First Name, and Last Name.
  5. Click Add Client.

Your client will now appear under My Clients with a sub-account tag.

Start Managing Their Taxes

  1. On the My Clients list, hover over your client's row.
  2. Click Manage Taxes.
  3. You'll be taken into their account where you can onboard their profile and begin filing.

If your client already has a Quicko account, you can invite them instead — see How to invite a client with a Quicko account.

Need Help?

Raise a ticket and our team will get back to you.


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