For Accountants Only
By Donna and 1 other2 authors5 articles
- How to add a client accountFor accountants only
- How to remove a client accountA guide to removing a client from your subscription
- How to download your client listA guide to obtaining an itemised client list
- Introducing the Accountant Portal — manage every client from one placeA tour of the new Accountant Portal: the Practice dashboard, per-client Overview, Channels, Reports, Billing and Settings tabs, and how to get started.
- Practice defaults: set up new clients in one clickSet your firm's chart of accounts and account mappings once, then set up each new client's account codes in a few clicks. Beta.