Client Management for Advisors
This section provides guides for Advisors (Bureaus) to manage their clients
- Inviting Clients and Customising Permissions
- Managing Report Packs for Clients
- Creating Workbook Templates for Client Importation
- Advisor-Client Collaboration: Payroll Approval Process Overview
- Advisor-Client Collaboration: Payroll Data via Client Workbooks
- Advisor-Client Collaboration: Sending Payroll for Review
- Enabling Vacation Management for Clients