The client portalEach client can have its own portal login, tied to that client.Asking a client to approve accounts and returnsAccounts, corporation tax returns, VAT returns and Self Assessment returns can each be sent to the client for approval.The deadlines dashboardDeadlines lists every deadline across the practice's clients, worked out from each client's details, with who looks after each client.Exporting your dataThe practice owner can download all the practice's data, or one client's, in one zip file.Billing and your subscriptionThe Billing page shows your plan, the number of users, the price and the status of the subscription.
Running the practice
The client portal, approvals, deadlines, data export and billing. 5 articles.