Create your first client

Before sharing APARI with your clients, you may want to familiarise yourself with the product. 

You can create a test client and use your APARI Accountant login to understand the features that you and your clients can use. 

To set up a test client account:

  • Log in to your Accountant Portal and select the 'Add new client' button at the centre of the screen. 

  • Enter dummy (or real) data.

  • Set the following values:

    • Client signed up with HMRC for MTD for Income Tax = No

    • Create client's own APARI login = No

    • Allocate free licence to client = Yes

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Using an accountant or bookkeeper

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Reviewing your transactions