🎥 Video: See the full walkthrough at the end of this article.
Prerequisites
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You’re signed in to the Remitian Dashboard with a role that can create/manage clients (Firm Admin or Accountant).
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You know the client’s basic info: First name, Last name, Email.
Create a New Client
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In the left navigation, select Create Client.
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Choose the Accountant / Client Owner for the new client.
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Enter the client’s First name, Last name, and Email address.
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Select Create (or Save) to finish.
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The client now appears under the Clients tab with the details you entered.
Complete Contact Details & 2FA
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Open the client’s record from the Clients tab.
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Add a Phone number if it’s not already present (the client can also add this later).
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Two‑Factor Authentication (2FA): Remitian supports a six‑digit SMS code to the client’s phone for secure sign‑in.
Edit or Deactivate a Client
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From the client’s profile, select Edit to update names, email, phone, or owner.
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If necessary, select Deactivate to disable the client’s access. (Deactivation is reversible by reactivating later; no data is lost.)
Tip: We use Deactivate instead of deleting to preserve audit history and payment records.
What You Can Manage on a Client Profile
From the client’s profile, you can access:
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Tax payments – View scheduled and historical tax remittances.
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Tax files – See documents submitted to the platform.
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Linked bank accounts – Confirm and manage banking connections.
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Tax accounts – Review connected revenue agency accounts.
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Payment history – Audit trail of payments and status changes.
Watch the full walkthrough: