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Tag - accountant

Articles

Editing categories

Editing catalogues

Editing requirements in a catalogue

Invite multiple client users at once

Add period / Rollover

Requirements for accountants

Manage Client page

Attachments for accountants

Setting up the client

Adding categories and requirements

Logging in for first time

Setting up two-factor authentication (2FA)

Send email to a client

Invite a Client user

Adding a Client

Clients dashboard

The Settings page

Inviting team members

Adding an entity

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