Corpay One for Advisors
Run all your clients from the Advisor Hub: onboarding, access, shared workflows and offboarding.
12 articles
Managing your clients
Create, onboard, take over and offboard client accounts.
- How to create a clientYou can easily create one or more client organizations from the Advisor Dashboard - this article shows you how.
- Onboarding your clientsUse this article as a checklist when you onboard new clients to Corpay One.
- How to share workflows with multiple clientsWith workflow templates, you can easily give several clients access to the same workflows - read more here.
- How to manage documents in Corpay OneGet an overview of the different document types in Corpay One and the options you and your clients have for handling them.
- How to offboard a clientEnded your collaboration with a client? Here's what you need to do.
- When you take over a client from another AdvisorWhen you as an Advisor take over a client from another accounting firm, the client has to be transferred from their Advisor Hub to yours.