To add a new business to an existing account, you must check first if that subscription is assigned to You. From the Clients screen, You can click on assign and a ...
Log in to your accountant portal using your username and password. Click Clients . ...
Once you have setup the Accountant Portal, you can start adding other team members who will be allowed to access and work on client data. To do this, click Team ...
The Accountant Portal can be used to setup a new client to work on their record keeping in house. Once you are logged into the portal, click Clients on the ...
For the payment information, you click on the person icon in the top right and go to Portal Account. ...
