The Client Library caters for private, corporate and trust clients and can be accessed from the libraries dashboard by clicking on the Client Library icon. ...

No. You can store as many client records in your Client Library as you need.

Reports are automatically saved against the client(s) they have been created for, and can be accessed at any time by clicking write / view report from the m...

This is easy. 1. Go to the Client Library via dashboard>libraries. 2. Locate the client using the client name search. 3. Click the accompanying del...

When you switch the ownership of a client to another user within your account, the reports attached to that client will be automatically switched to that us...