Client Management

Create new client
Easily create a new client via MyCodaBox - CLIENTS - New Client.  In the screen that appears, enter the required information about your client and click on...
Mon, 27 Dec, 2021 at 8:57 AM
Need to transfer a client to your office?
The 5 steps to transfer a client to your office via MyCodaBox Create a new client and accept the transfer CodaBox transfers the client to your Office ⇨ t...
Mon, 27 Dec, 2021 at 10:12 AM
Request a 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 of CODA for this cli...
Mon, 27 Dec, 2021 at 10:18 AM
Update my client's data
To Manage/Adapt your Client's data, go to your MyCodaBox platform In Clients - Client List, search for your Client and display his details in Client I...
Mon, 27 Dec, 2021 at 10:59 AM
Deactivate a Client
Does your Client leave your office or does he no longer want to use CodaBox Services? ⇨ Simply cancel all Mandates and Services of this Client: THE AC...
Wed, 22 Dec, 2021 at 4:27 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, 27 Dec, 2021 at 11:16 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...
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  ...
Mon, 27 Dec, 2021 at 11:39 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
Mon, 27 Dec, 2021 at 12:08 PM