Add clients
The three ways to bring a client business into your firm, what the client sees at each, and the Invited and Claimed states you track along the way.
There are three ways to bring a client business into your firm. You create a managed workspace yourself, you invite a business owner to claim a workspace you prepared, or you share a branded connect link the client signs up through. All three land the client in your portfolio, and you pick the one that fits how involved the client wants to be.
Create a managed client
A managed client is a workspace you run on the client's behalf. No one on the client side needs a login. You create it, connect the client's inbox, and start processing right away.
Open Add client
In the Clients tab, click Add client.
Name the business
Enter the client's business name. The workspace is created under your firm with billing set to the firm pool by default.
Connect the inbox
Open the client from your portfolio and connect a source, such as a forwarding address the client sends invoices to, or an inbox connection you have the client's permission to use.
Every managed client also gets a claim link, so the business owner can take ownership later without losing any data you have already processed. See the claim behavior below.
Invite a business to claim a workspace
When you create a client, you can add the owner's email. Inbox Ledger issues a claim link either way, and it is the same link whether or not you send it by email. Share it, and the owner signs in and claims the workspace.
Add the owner email (optional)
In Add client, enter the business owner's email to have Inbox Ledger email the claim link, or leave it blank and copy the link yourself.
Share the claim link
After you create the client, the modal shows the link. You can also reopen a client later and use Copy invite link to retrieve it for a managed client that has not been claimed yet.
The owner claims the workspace
The owner opens the link, signs in as a business, and confirms. The workspace becomes client-owned, and the owner gets owner rights over their own data.
Claiming is designed so the data-bearing workspace survives. If the owner already has a workspace with real data, the claim links that existing workspace to your firm instead of forcing an empty second one on them. If the owner has only a brand-new empty workspace, the one you prepared wins, and any welcome credits carry over.
You track progress from the Clients tab with a status chip per client:
- Invited (amber) means a claim link is outstanding and unexpired.
- Claimed (green) means the owner has taken ownership.
Share a branded connect link
A branded connect link carries your firm's logo and brand color. The client signs up through it, links their business to your firm, and connects their own inbox. This path gives the client a real login and keeps ownership of their data with them.
Open Invite clients
In the Clients tab, open Invite clients to get your personal connect link.
Share the link
Send the link to the client. The page they open shows your firm's branding, not ours.
The client signs in and connects
The client signs in (or signs up with Google in one step), which links their business to your firm. They then grant read-only access to their inbox in a second, dedicated step so Inbox Ledger can read their invoices.
Each firm member has one reusable connect link. Who may create and share a link is set by your firm's invite policy: everyone on the team, or managers and partners only. A partner changes this in the invite settings. When a scoped staff member's link brings in a client, that client is added to the staff member's own client list automatically.
Persona mismatch
Connect and claim links are for business accounts, and firm join links are for accountant accounts. Because one email is one persona, a link opened by the wrong kind of account is refused with a persona-mismatch message. An accountant account cannot claim or connect a client business, and a business account cannot accept an accountant or firm-staff invite. If a client hits this, they need to open the link with a business account, using a different email if their current one is already an accountant. See Client invite link says persona mismatch.
Related
Client experience
What a client goes through and sees.
Billing and the credit pool
Firm pool vs client-pays per client.
Team and access
Who on your team can invite clients.
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