Help / For accountants
Setting up your firm and clients
Add clients, import their trades, invite staff and put your branding on client portals.
1. Sign up as an accountant or adviser
Choose Accountant or adviser when you sign up. Your 14-day free trial starts straight away, with no card needed.
2. Add a client
- Open Clients in the sidebar and click Add client.
- Enter their name and email. Leave Create their login now ticked if you want them to see their own portfolio.
- Franked switches you to the new client. Import their trades from Trades → Import CSV (Sharesight or broker files) or Contract notes.
Switch between clients with the Client menu at the top of the sidebar.
3. Set up your firm (optional)
At the bottom of the Clients page, click Set up a firm. Then you can:
- Invite staff as admins or staff members.
- Choose whether staff see every client or only the ones you Assign to them.
- Add your logo, colour and contact details under Branding. Clients then see your branding when they log in, and it's on their accountant packs.
4. See the whole practice
The Practice report tab on the Clients page shows funds under advice, forecast income, which clients have tax to-dos or missing ETF statements, and who holds what. Click Refresh all clients to update every client's figures, and Export CSV to take it into a spreadsheet.
Want us to do the setup? Send your client list and their Sharesight exports via Contact support and we'll set your firm up for you.