Complete GST lifecycle on one platform Complete GST lifecycle on one platform
Hyper-automation Hyper-automation
Smart reports & recon Smart reports & recon
Accurate filing Accurate filing

New Product Feature – Bulk Invite Clients

Updated on: Jul 13th, 2021


4 min read

In this article, we will understand about ClearTax GST’s new product feature – how to bulk invite clients.

How to Bulk Invite Clients

If you want to work on your client’s business data simultaneously with him/her, you can invite your client. Once the client accepts the invitation, s/he will be able to create bills on the ClearTax GST software for FREE and avail all other services as per the plan s/he subscribes for.

NOTE: Make sure that the client is not already registered on ClearTax GST software with the email id, that you are using to send the invite.

Step 1: Go to ‘All Businesses Dashboard’ & click on ‘Invite Clients’.

bulk invite 1

Step 2: A pop up will appear, click on ‘Help me solve this’.

bulk invite 2

Step 3: A second pop up will appear. Now click on ‘Invite clients now’.

bulk invite 3

Step 4: You will see a list of clients you have already added. Select the clients you want to send the invite to, to use the software. For ex. ‘Raghav traders’ and ‘Priya Pvt ltd’ and click on ‘Invite Selected Clients’.

bulk invite 4

Next, you will see a message of success after sending invites to the clients.

bulk invite 5

These clients will receive emails on their email IDs with a link to accept the invitation & use the software. Once the client accepts the invitation, you and your client will be able to work simultaneously on the software & access all business data without having to transfer any files or visiting your office.

inline CTA
India’s Fastest and Most Advanced 2B Matching
Maximise ITC claims, use smart validations to correct your data and complete 2B matching in <1 minute

Quick Summary

ClearTax GST offers a new feature for bulk inviting clients to work on business data together. Clients can create bills, avail services, and work simultaneously with the user. Steps include navigating to 'Invite Clients' on the dashboard, selecting clients to send invites to, and clients receiving emails with invitation links. This allows for collaborative work and access to all business data. India’s Fastest and Most Advanced 2B Matching feature promotes efficient ITC claims and quick 2B matching.

Was this summary helpful?

Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

Cleartax is a product by Defmacro Software Pvt. Ltd.

Company PolicyTerms of use


ISO 27001

Data Center


SSL Certified Site

128-bit encryption