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
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...
Mon, 19 Sep, 2022 at 12:10 PM
Possible situations that can happen when creating a new client
When creating a New Client, our system checks whether the Client Code and Company Number data you enter in the form already exist in our system. The Enter...
Tue, 13 Sep, 2022 at 4:29 PM
Update my client's data
Follow these steps I adapt my client's data via MyCodaBox  In MyCodaBox > Clients > Client List > Search for your Client > In the cli...
Mon, 19 Sep, 2022 at 2:30 PM
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 and two li...
Wed, 21 Sep, 2022 at 2:18 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...
Tue, 20 Sep, 2022 at 9:44 AM
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...
Tue, 20 Sep, 2022 at 2:47 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, 23 Sep, 2022 at 8:58 AM