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Affinity and client charges


#1

Hi

I was wondering if affinity can be used for bookkeepers and accountants. and if charges for the service or QF package services could be setup here too?


#2

Affinity was designed specifically for accountants and bookkeepers. Amongst other things it allows you to do the following:

  • Manage and access multiple QuickFile accounts from a single dashboard.
  • Setup a common colour theme and logo to be applied to all managed accounts.
  • Setup a workspace area to collaborate with clients, e.g. messaging, file sharing etc.

You can get an overview of Affinity here.

I’m not sure what you mean here? Can you please elaborate?