We have tried to make the onboarding process as simple as possible for you and the information we request is likely information you already have to hand.
As an accountant, you can manage all your clients from a single login and invite new clients to join Telleroo.
Invite your client to Telleroo
You can start the invite process by heading to 'Clients' in the top navigation menu, and then click the 'Invite Client' button.
Start Onboarding
In this section, we will need very high-level information about the company:
Company Name
Company Website
Company House Number (For charities, we accept the charity commission number. For non-registered entities, please type '00000000')
Date of Incorporation
Registered Address
Yearly Turnover (last financial year or year to date for newly incorporated companies)
Number of Employees
Along with what they want to use Telleroo for; their supplier and payroll payments or if they have a more unusual business use case.
Monthly Payment Amounts
In this section we ask for projected monthly payment amounts for:
Payroll
Bill/Supplier Payments
Expense Payments
Other Payments
This produces an estimated monthly total which we use to set a limit on your clients' account. This limit resets on the 15th of every month. Don't worry though, this can be increased in the future as your clients' business grows. Get in touch with our support team if you require your monthly limit to be increased.
Your Access
Within Telleroo there are 2 types of permissions available as an accountancy for your clients.
Submission Only
This allows you to submit pay runs for client approval but importantly, you will not be able to approve pay runs on their behalf. This will have to be done by one of the client approvers.
Management Access
This allows you to create the client's pay runs as with Submission Only but also gives you the ability to approve pay runs for your client giving you full control of the process. This will stop your client from getting the 'approve pay run' emails and you will receive them on their behalf. This is designed for a fully hands-off client where you manage it on their behalf.
We can only change to give you management access in the future by a signed letter from the director of the firm confirming they wish for the change to occur.
Admin User Details
Now you need to add the main admin users, this will be the first client user and needs to be a director of the company (or trustee of the charity) on companies house.
Full Name
Date of Birth
Residential Address
Mobile Number
Email Address
They will be responsible for adding other users in the future and confirming the invite to Telleroo which is generated once you complete the onboarding.
What happens next?
The client admin will get an email asking them to confirm the Telleroo account and start our onboarding process where we conduct our KYB/KYC checks.
If we need any information we will reach out to you as the inviting accountant as the first point of call.
n.b.
If a client already uses Telleroo and wishes to move under your accountancy portal, reach out at [email protected] and we can discuss the process with you.
How to resend an invite to a client
If a client hasn't accepted their invite to Telleroo and you want to resend it, you can do this by filtering to the client on your 'Select client' drop down and clicking the resend invite button.
