What is Clients and Accounts?
The Clients and Accounts screen displays all clients and their accounts managed by the practice. From here you can create new clients, import existing data from Relate Accounts Production or third party software providers and manage staff.
Who Sets up Clients and Accounts?
Clients can be created by any member of staff of the practice. With our unique integration with Surf Accounts the business owner may also set up their business on Surf Accounts and provide the accountant with access to the financial information, from which financial statements can be prepared.