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Setting up a practice


#1

Hi
I am setting up an accounting practice, can i sign in as my company and have a number of client company’s?
Can the log in an access their company details and theirs alone?
Thanks in advance


#2

You need to sign-up to affinity account with QF, that will manage access to client’s profiles as accountant and clients will have their own logins. It manages work flow too, have a look at Affinity features for more details


#3

Hi @Angela

Just to expand on @FaradayKeynes point, you can find an overview of Affinity here:


closed #4

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