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

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

Your reports are automatically saved against the relevant client(s) and can be accessed at any time by clicking write / view report from your dashboard. To v...

This is easy. 1. Click on Client Library from the dashboard. 2. Locate the client using the client name or alpha search. 3. Click the accompanying del...

If you’re subscribed to a multi-user Genovo Company Plan and Share Clients / Reports has been activated for you, you'll notice a user drop down menu is...

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