Client Area
All the info for our new and improved Client Area
Overview: Clients InsightsEmpowering you to make informed decisions and enhance the efficiency and profitability of your firm.
Overview: 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 PlansAll details for your clients' plans in one place.
Overview: Client GroupsFor organising and sorting clients by your own custom Client Group.