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Practice, Clients and Users Management
Practice, Clients and Users Management
Know everything about managing activities related to Practice, Clients and Management
Client Files Management
Add Client File
Rename Client File
Delete Client File
Disconnect the integration
Re-connect to Accounting System
Assign Client Files to Users
Users Management
Add or Invite a new user
Delete an Existing User
User Roles
Change the Login Password
Reset/Forgot my password
Change the Login Email Address
Verify the Email Address
Resend Invitation to User
Two-Factor (2FA) Authentication
Update My Account Information
Practice Management
Update Practice Information
Mark Client File as your Practice File
Practice Dashboard
