Support for CodaBox

We request you to fill in the Fiche signalétique/Gegevensfiche so that you can order mandates for your clients (this document is available for download at t...

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 your Office? In MyCodaBox...

Platform Transfer If you want to transfer a client folder to another of your MyCodaBox platforms, you can request this transfer, as well as the resending...

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...

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...

Update my client's data I adapt my client's data via MyCodaBox In MyCodaBox > Clients > Client List > Search for your Client > In t...

In MyCodaBox > CLIENTS > Client Transfers List  you will find an overview of your client transfers. This list contains two tabs - each tab gives you ...

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...

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...

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...