Client Management

Create new client
Follow these steps I create a new client Easily create a new client via MyCodaBox - CLIENTS - New Client.  In the screen that appears, enter the requ...
Tue, 14 Jun, 2022 at 4:22 PM
Need to transfer a client to your office?
Follow these steps I transfer a client to my office in 5 steps Create a new client and accept the transfer CodaBox transfers the client to your Offi...
Fri, 24 Jun, 2022 at 3:10 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...
Fri, 24 Jun, 2022 at 3:13 PM
Update my client's data
I adapt my client's data via MyCodaBox Follow these steps On MyCodaBox -  Clients - Client List, search for your Client and click Edit to modify ...
Fri, 24 Jun, 2022 at 2:43 PM
Deactivate a Client
Your Client leaves your office or he no longer wants to use the CodaBox Services? ⇨ Simply cancel all Mandates and Services of this Client: THE ACCOUN...
Mon, 4 Jul, 2022 at 2:18 PM
Confirmation of the email address
Just like you register on a web shop, CodaBox asks the client to confirm his email address. Why? CodaBox wants to deliver documents to your client in a...
Mon, 21 Mar, 2022 at 4:36 PM
Verification of my client's email address
The latest version of MyCodaBox allows now the Fiduciary to check whether his client's email address has already been verified. The purpose of this...
Mon, 27 Dec, 2021 at 11:26 AM
Steps to validate the e-mail address
Your client receives an e-mail from CodaBox Subject: 'Please confirm your e-mail address' Email content Information about his company  Two l...
Wed, 1 Jun, 2022 at 11:30 AM
I confirm my e-mail address, does my accountant still receive my CODA/SODA/Purchase invoices?
The verification of your e-mail address has no impact on the delivery of your CODA/SODA/Purchase Invoices, which will always be sent in parallel to your Acc...
Thu, 30 Dec, 2021 at 2:49 PM
How can I adapt the contact details of my accounting office?
Any request to adapt the contact details of your accounting office should be sent to Support@codabox.com See also our related articles
Thu, 7 Apr, 2022 at 11:30 AM