Telleroo

Step by step guide on inviting your clients to Telleroo

How to invite a client to Telleroo (as an accountant/bookkeeper)

Step by step guide on inviting your entities to Telleroo

How to invite an entity to Telleroo (as a multi-entity group)

Telleroo’s compliance criteria for accepting and onboarding clients/entities

How to connect Xama to your Telleroo account

Connect Xama

Use the Xama connection when inviting a client to Telleroo

How to use Xama to share KYC documents in Telleroo

Charlotte Russell

Steven Redmayne

Guide for accountants, bookkeepers and multi-entity customers

Inviting clients or additional entities

Find answers and get help from Intercom Support and Community Experts

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