Clients and files

Import Clients

• Import Clients via CSV

Creating and updating clients

• Client list
• Accessing the client list
• Creating a new client
• Updating client details
• Filtering the client list
• Client Logins

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Creating and accessing files

• Rolling Forward Your File (Mercia Exempt Changes 2024)
• Rolling Forward your File
• Creating a new file
• Searching for files
• Opening and closing a file
• Adding and deleting staff on an engagement file

Client and file maintenance

• Assigning Staff Users To A FIle
• File Re-Allocation
• Changing Your Currency
• Changing the year end of a file
• Updating the client name
• Deleting files

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Creating SMSF Clients

• Manually Create SMSF Clients