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  1. OkiOki
  2. OkiOki for accountants

OkiOki for accountants

Manual for accountants

  • 0. Intro - Manual for accountants
  • 1. Access to the accountancy portal
  • 2. The dashboard
  • 3. General settings of the accountancy portal
  • 3. Adding a client to the OkiOki portal
  • 4. List of active and inactive clients
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Frequently asked questions

  • How can I create a Clearfacts API token?
  • How can I receive my clients' CODA files?
  • When does OkiOki send the entrepreneur's documents to the accounting software?
  • What if a customer already has an OkiOki account?
  • What if my client uses the same email address for multiple enterprises?
  • Integration with Bob Demat Module
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