--- title: How to Invite Clients to Veem as an Accountant/Bookkeeper description: With Veem, bookkeepers and/or accountants users also have the option to invite/add client(s) that they would like to manage on Veem. To learn how to do this, please follow the steps below: --- [Skip to content](https://help.veem.com/hc/en-us/articles/7025184537875-how-to-invite-clients-to-veem-as-an-accountant-bookkeeper#main-content) English Show submenu for translations [Customer portal](https://help.veem.com/tickets-view?hsLang=en) [![veem-logo-2](https://help.veem.com/hubfs/veem-logo-2.svg)](https://www.veem.com/) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.veem.com/tickets-view) - [Contact us](https://www.veem.com/contact/) [Contact us](https://www.veem.com/contact/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.veem.com/?hsLang=en) 2. [Accountant and Bookkeepers](https://help.veem.com/accountant-and-bookkeepers?hsLang=en) # How to Invite Clients to Veem as an Accountant/Bookkeeper ## With Veem, bookkeepers and/or accountants users also have the option to invite/add client(s) that they would like to manage on Veem. To learn how to do this, please follow the steps below: **Step 1:** Sign in to the Accountant/Bookkeeper account and invite the client through the ‘Invite a Client’ feature. ![My Veem](https://help.veem.com/hs-fs/hubfs/My%20Veem.png?width=688&height=197&name=My%20Veem.png) **Step 2:** Add the client's information and email address.  ***- If you are looking to set up your client account first before inviting the client, then reach out to** [partners@veem.com](mailto:partners@veem.com)*  **Step 3:** The client must accept the invitation, create a password, allow the accountant to manage users, and enable the accountant to complete the setup. The accountant will then receive an email to join the client account and complete the setup. Here are the steps the client will see: ![Your accountant Afnan from Demo Account is inviting you to use Veem to send,](https://help.veem.com/hs-fs/hubfs/Your%20accountant%20Afnan%20from%20Demo%20Account%20is%20inviting%20you%20to%20use%20Veem%20to%20send%2c.png?width=503&height=508&name=Your%20accountant%20Afnan%20from%20Demo%20Account%20is%20inviting%20you%20to%20use%20Veem%20to%20send%2c.png) ![Account activated](https://help.veem.com/hs-fs/hubfs/Account%20activated.png?width=323&height=247&name=Account%20activated.png)![Next steps](https://help.veem.com/hs-fs/hubfs/Next%20steps.png?width=304&height=249&name=Next%20steps.png) - The accountant will receive an invite by email. Click on “Activate account” The accountant will then go through the steps of setting up the account with the required information.     **Next:** [Connect your accounting software](https://help.veem.com/hc/en-us/articles/7134821653395-Integrating-your-Veem-account-with-Accounting-Software-?hsLang=en) **Skip to** [complete account setup](https://help.veem.com/signing-up-on-veem?hsLang=en) - [Product Updates](https://help.veem.com/product-updates?hsLang=en#main-content) - [Changes to Veem Account | September 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-september-2026) - [Changes to Veem Account | August 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-august-2026) - [Changes to Veem Account | July 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-july-2026) - [Changes to Veem Account | April 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-april-2026) - [Changes to Veem Account | January 2026](https://help.veem.com/product-updates?hsLang=en#changes-to-veem-account-january-2026) - 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