Practice Manager is advanced software designed to streamline accounting professionals’ workflows. It offers comprehensive suite of tools that empowers practitioners to efficiently and profitably serve their clients.
- How to create a new client?
- How to check client details?
- How to add a new prospective client?
- How to add a note for clients?
- How to upload a document for a client?
- How to make emails for a client?
- How to see an agreement for a client?
- How to create new client type?
- How to check total clients or client chart?