How to pre-register your clients for fulll Certified Platform (CP)?

Has your client delegated their CP selection to you? => Pre-register them for fulll CP!

If your client has not delegated their CP selection to you, then suggest they pre-register for fulll CP. More details can be found in the article: "How to encourage your clients to join fulll CP?"

How do I pre-register my client for fulll CP?

!! Important !! You can only pre-register clients for fulll CP who have delegated their CP selection to you. Therefore, pre-registering a client for fulll CP is a 2-step process:

1. Obtain the client's CP selection authority (managed outside the fulll platform)

For this, your client must have completed and signed a delegation mandate, granting your firm authority to select their CP.

This step is not yet managed within the fulll platform. However, we provide a delegation mandate template here.

Once the mandate is completed and signed by your client, you can proceed to the next step.

2. Pre-register the client for fulll CP (managed within the fulll platform)

Go to the Admin module, then the 'CP' page, and select the 'All my clients' tab.

Next, for the desired client, use the icon at the far right of the row.

This will trigger the pre-registration window to display:

In this window:

You must check the box to certify that your firm is indeed mandated by the client for their CP selection.
You can upload the delegation mandate (this remains optional).
You must confirm.

The result:

You have confirmed that the client delegated their CP selection to you. Consequently, for this client, 'Owner of CP selection' is now = accounting firm.
You have pre-registered this client for fulll CP. Consequently, for this client, 'CP status' is now = pre-registered.

Features centered on the delegation mandate

Case 1: You haven't uploaded a delegation mandate yet

Once you have pre-registered a client, if you haven't uploaded a delegation mandate, you'll have the option to upload one. This feature is accessible via a download icon located to the right of the pre-registration icon:

Case 2: You have already uploaded a delegation mandate

Once you have pre-registered a client, if you have uploaded a delegation mandate, you'll have access to features centered around it.

These features are available via a vertical three-dot icon located to the right of the pre-registration icon:

Here are the three available features:

View mandate: Allows you to view the mandate.
Replace mandate: Allows you to upload a new mandate and delete the old one in a single action.
Delete mandate: Allows you to delete the mandate.

Reminders on CP status and 'CP selection manager' values:

CP Selection Manager

CP Selection Manager - Values	Interpretation
Accounting firm	This means that the CP selection for this client has been delegated to you, that you have confirmed this in the tool, and that you have therefore pre-registered the client for the CP.
Client	This means that CP selection has not been delegated to you and therefore the client must pre-register themselves.

CP Status

CP Status - Values	Interpretation
Inactive - not suggested	The CP is not suggested for this client, which means: 1. That mass suggestion is not applied to the client: - Either because mass suggestion is not activated for the accounting firm. - Or because it is activated for the accounting firm but the client is not eligible. 2. And no invitation has been sent to any of this client's company users.
Inactive - suggested	The CP has been suggested for this client, which means: - Either that suggestion is active and the client is eligible, - And/or at least one invitation has been sent to a company user of this client, - And at least one company user of this client has not yet responded in the suggestion window.
Pre-registered	The CP has been suggested for this client, which means: - Either that suggestion is active and the client is eligible, - And/or at least one invitation has been sent to a company user of this client, - And one of the company users has confirmed the pre-registration for the client, so the client's status changes to pre-registered.
Inactive - rejected	The CP has been suggested for this client, which means: - Either that suggestion is active and the client is eligible, - And/or at least one invitation has been sent to a company user of this client, - And all company users who were prompted have rejected the pre-registration.