Link My Books

How to add a client account

A guide to removing a client from your subscription

How to remove a client account

A guide to obtaining an itemised client list

How to download your client list

A tour of the new Accountant Portal: the Practice dashboard, per-client Overview, Channels, Reports, Billing and Settings tabs, and how to get started.

Introducing the Accountant Portal — manage every client from one place

Donna Walker

Daniel Little

Sharon Wallace

For Accountants Only

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