Add new clients, update existing client details, and keep your client notes organised across your whole firm.
Step 1: Open the Client DashboardWhen you log in for the first time your dashboard will be empty. Click Add First Client to get started. For all future clients, click Add New Client at the bottom of the left sidebar.Step 2: Enter Client DetailsA dialogue ...
You can update a client's business information at any time from the Clients panel.Step 1 — Open the Client MenuIn the Clients panel on the left, find the client you want to edit. Click the three-dot menu (⋮) on the right side of the client's name. A dropd ...
Client NotesClient Notes let you store important accounting context for each client in one place. Anything your team needs to know about how a specific client's accounts are coded, handled, or reviewed lives here so nobody has to ask twice.Step 1 — Open t ...