My team member added a new client. Will the client show up on my clients dashboard?

  • Updated

Yes. Whenever a team member adds a new client, the client will be automatically attributed to the accounting firm. If you are an admin or an owner the new client will show up on your dashboard and you’ll be able to access the new client’s account.

 

If you have any questions, please contact us here

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request