Add Client to Portfolio
Learn how to add a client to your nBanks account Portfolio.
This feature allows accountants/auditors a quick and simple way to add their clients to the nBanks Portfolio. To do this, it is necessary to choose one of the three Service Modules that you want to provide to each of your clients. This way, you will be able to access and process your clients' information and consequently share these services with them.
Step 1
Access the Portfolio area, in the top navigation menu.
Step 2
Choose the "Clients" tab.
Step 3
Click the "Add Client" button.
Step 4
Select the Client's Country.
Step 5
Select your associated Consumption Level (1, 2 or 3) and click "Continue".
Step 6
Enter the client company's NIF and click "Continue" again.
Step 7
With the data validated, the client company is added.
After everything is filled in and confirmed, the client will appear in your Client List. If the added company already has a paid nBanks subscription, the user will not incur any extra costs.