Invite Client to Connect Bank Accounts

Within Prosaic, every bank account is linked to a client. You can either manually import bank statements for that client, or you can invite them to connect live bank feeds. Once a bank account is set up, you can assign it to an entity and begin reconciling transactions and preparing tax returns.

There's no limit or additional cost for clients to connect bank accounts, business or personal. You assign only the accounts you need to entities to prepare tax returns, but keep other clients accounts available for other tax preparation, such as retrieving statements or balances at year end, or record of loan interest.

How to Add or Invite Clients

There are two simple ways to invite a client to connect their bank feeds:

1. Invite During Client Creation

When creating a new client, you’ll see the option to send an invitation. This automatically emails the client a link to their onboarding flow, where they will:

• Register their account with Prosaic.
• Provide basic information.
• Connect their bank feeds securely using our partner, Akahu.
  • Akahu connection happens online
  • Users need a mobile or online banking login for any accounts they connect
  • For more information on setting up bank feeds view here

This process is straightforward and usually takes only a few steps for the client to complete.

2. Share Your Practice Invitation Link

Every practice workspace has a dedicated sign-up link. You can:

• Share this link directly with clients by email.
• Add it to your website.
• Include it in your year-end request for information.

Any client who registers through this page will automatically onboard into your practice and activate their bank feeds.

If you’ve already created the client manually, Prozac will automatically match their details, link them to the existing client record, and associate the connected bank feeds.

What Happens Next

Once bank feeds are active, you can assign the connected bank account to an entity. From there, you’ll be able to:

• Reconcile transactions quickly.
• Prepare and review GST or other tax returns.

For manual bank statement imports, the workflow is slightly different:

1. Create an entity first.
2. Associate a client with that entity.
3. Save the entity.
4. Upload the client’s bank statement.

✅ Tip: For most clients, inviting them via email or your practice sign-up link is the fastest way to get live data flowing into Prosaic.