Your accountant has invited you to use Coconut
Coconut is a simple tax and accounting app for self-employed people. Your accountant has invited you to get the app so that you can work together more effectively.
Once you've downloaded Coconut and connected your bank accounts, you’ll be able to track income, categorise expenses, and your accountant will be able to easily view your accounts when they need to.
You'll also get access to an array of other handy invoicing and tax tools that come in the app!
Next steps:
Check your inbox for an email from Coconut saying that your accountant has invited you to get the app.
- FCA regulated
- Bank level security
- Takes a few clicks
You'll now have all the tools to manage your finances with ease, and your accountant will be able to view your accounts when they need to.
Coconut integrates with 25+ UK bank and credit card accounts:
Common questions
Open banking allows you to connect external bank accounts to your Coconut account. It's a secure way to allow providers access to your financial information and data.
Open banking is a safe, read-only connection. It only takes a couple of minutes and there’s no data entry involved in connecting your bank accounts to Coconut.
Sole traders can connect their personal bank or current accounts to Coconut and begin to separate their business and personal transactions.
You can connect bank accounts and credit cards from over 25 UK providers. Take a look at the full list here.
Your accountant will only see the accounts you have connected to Coconut. If you have a dedicated account you use for business, connect it to Coconut so your accountant can see your transactions. If you use your personal bank account for some business transactions you can connect it too. They will also be able to see your tax profile information.
Coconut helps you track income, claim expenses and sort your taxes. Start your free trial today.
