Skip to main content

How to Invite Clients via Partner Portal

This article explains how accountants and bookkeepers can invite their landlord clients to use Landlord Studio through the Partner Portal.

Logan Ransley avatar
Written by Logan Ransley
Updated this week

If you haven’t already, apply to join the Landlord Studio Partner Program and get access to powerful tools to help your landlord clients save time, reduce admin, and stay MTD-compliant β€” while growing your practice.


Why Invite Clients?

When you invite clients through the Partner Portal:

  • They get free access to Landlord Studio PRO with unlimited properties until April 2028

  • Their account is automatically linked to your Partner Portal, giving you real-time access to their data


How to Invite Clients

To invite a client, you first need to have your partner account provisioned by our team. Your partner account will be provisioned after you've completed a call with our team.

If you have access to the Partner Portal but can't see the "Invite Client" button, please contact support.

If you are not yet a Landlord Studio partner, please visit our website and book a call to become a partner today!

1. To invite clients to use Landlord Studio, first, you need to log into your partner account. You will be directed to a page showing a list of all of your clients.

2. Click on the "Invite Client" button located in the top right-hand corner of the page.

3. Enter the client's details in the pop-up that appears. Please ensure that the first name and email address of the client are provided.

Note: When inviting new clients, make sure to select β€œLandlord Studio Pro” from the subscription type dropdown.

Note: client invites can only be sent to unregistered email addresses. Clients with an existing Landlord Studio account will need to invite you to their account as an accountant.

4. An email invite will be sent to the client's email address that you enter. Your client then has 30 days to accept the invite.

5. You can review the client's invite statuses by selecting the "Invited Client" tab located near the top of the screen.

6. Clients that accept your invitation (or invited you via their account) will appear under the "Active Clients" tab once the invite is accepted.

Did this answer your question?