Client Area
All the info for our new and improved Client Area
By AI Support and 3 others4 authors7 articles
- Overview: Client InsightsAt-a-glance health, risk and activity metrics for every connected client
- Overview: Client RolesTo streamline role management, we have introduced a separate Roles tab.
- Overview: Client SettingsFor viewing and managing settings for your Client files.
- Overview: Client ConnectionsSimplifying the management and configuration of your accounting software integrations.
- Overview: Client PlansYour Client Plans page - what each column means and what you can do from it.
- Overview: Client GroupsFor organising and sorting clients by your own custom Client Group.
- How To: Bulk Manage Client GroupsLearn how to use Bulk Manage Client Groups to add or remove multiple clients at once.