Thanks for responding. I have a client who I’m dealing with through QuickFile, opening a single QuickFile account. It is my way of checking out what QuickFile has to offer. I signed up using my client’s info to draw up his accounts. It was a success. So, I’m thinking about opening up an Affinity account, so I can deal with multiple clients.
My question relates to my client’s data, you see I only deal with his accounts at the end of the year, and then it’s only an intensely short period. If I sign up to Affinity (1) how do I import his data which sits in a stand-alone QuickFile account, then (2) I only deal with his accounts over a period, say, a month. If I choose to detach his accounts for the remainder of the year so they don’t incur additional charges, will I be able to source and re-attach his accounts when needed?
A lot of work has gone into assembling his figures, and I can’t begin to comprehend what would happen if I lost them. Do you know what I mean?
Hope you can help.