Add a Client

Onboard a new client to your firm.

You just signed a new client. They’re excited, you’re excited — and now you need to actually get their financials into Pluvel so you can start working. The faster you onboard them, the faster you’re billing for real work instead of setup busywork.

Here’s how to bring a client into your firm — whether they’re brand new to Pluvel or already have an account.

Two ways to add clients

Option 1: Invite an existing business

If your client already has a business (with or without a Pluvel account):

1. Go to Clients

   From your firm dashboard, click Clients → Add Client.

2. Choose Invite Existing

   Select “Invite an existing business.”

3. Enter client details

   Add:

   • Client’s business name
   • Primary contact email
   • Contact name
4. Set permissions

   Choose what access level the client will have to their own data.

5. Send invitation

   Click Send Invitation. The client receives an email to connect their business.

Option 2: Create a new company for them

If you’re setting up a new client from scratch:

1. Go to Clients

   From your firm dashboard, click Clients → Add Client.

2. Choose Create New

   Select “Create a new company.”

3. Enter company details

   Add:

   • Company name
   • Entity type (LLC, Corp, etc.)
   • State of formation
   • Business address
4. Add client contact

   Enter the client’s email so they can access their portal.

5. Complete setup

   The company is created and added to your client list.

What clients see

When a client joins your firm:

They can see	They cannot see
Their own financial data	Other clients’ data
Documents you share	Your internal notes
Invoices and payments	Your firm billing
Reports and statements	Your team activity

Client permissions

Control what your clients can do:

Permission	Description
Full access	Client can view and edit everything
View only	Client can view but not modify
Limited	Client sees only what you share
No access	You manage everything; client uses portal only

Most firms use Limited or View only for clients who want oversight without day-to-day involvement.

Initial client setup

After adding a client, complete their setup:

1. Connect bank accounts

   Connect their bank accounts via Plaid or have them authorize the connection.

2. Set up chart of accounts

   Import their existing chart of accounts or set up a standard one.

3. Import historical data

   Migrate data from QuickBooks, Xero, or other systems.

4. Configure integrations

   Connect Stripe, Shopify, payroll, and other tools they use.

5. Set preferences

   Configure their fiscal year, reporting preferences, and notifications.

Client onboarding checklist

We provide an onboarding checklist for each new client:

• Bank accounts connected
• Chart of accounts configured
• Historical data imported
• Integrations connected
• Team members assigned
• Client portal access sent
• Initial reconciliation completed

Track progress in Client → Settings → Onboarding.

Assigning team members

Assign your staff to work on specific clients:

1. Go to the client’s settings
2. Click Team Access
3. Select team members and their roles
4. Save changes

Team members only see clients they’re assigned to. Firm Admins can see all clients.

Client limits

Your firm plan determines how many clients you can manage:

Plan	Client limit
Firm Starter	5 clients
Firm Growth	25 clients
Firm Scale	Unlimited

Removing a client

To remove a client from your firm:

1. Go to Client → Settings
2. Click Remove from Firm
3. Choose whether to:
   • Transfer ownership back to the client
   • Keep the data but remove access
   • Archive the client

Removing a client revokes your team’s access immediately. Make sure to complete any pending work first.

Client onboarding workflow

Detailed guide to onboarding clients efficiently.