Hello
How can I create accountant dashboard.
Regards
Reyiadh
Hello Reyiadh
We have a dedicated platform for Accountants and Bookkeepers called Affinity. This is a single dashboard where you can group together all your client profiles, track key filing dates and setup your own branding and logo on their accounts.
We have a more general guide on Affinity here:
https://support.quickfile.co.uk/t/quickfile-affinity-overview/8828
We also have an Affinity pricing calculator here:
Billing for all accounts is calculated daily and collected monthly (via Direct Debit). You only pay to the exact day each account is connected and there are no other monthly fees or long term commitments. Furthermore all new accounts are preloaded with a free £10 credit.
I’ve included a few other Affinity related resources here that cover some of the extended features.
White Labelling:
https://support.quickfile.co.uk/t/white-labelling/8830
Affinity Workspace (for collaborating with clients):
https://support.quickfile.co.uk/t/affinity-workspace/8825
Restricting access to Affinity users (i.e. letting them see only certain companies)
https://support.quickfile.co.uk/t/restricting-access-in-affinity/9307
Billing explained:
https://support.quickfile.co.uk/t/billing-explained/8826
If there’s anything I have missed or you have any other queries, please do not hesitate to get in touch.