Setting up a practice

[Angela]

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

[FaradayKeynes]

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

[QFMathew]

Hi @Angela

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

QuickFile Affinity overview

What is Affinity? QuickFile Affinity is an advanced tool-set for managing multiple QuickFile profiles under a single login and dashboard. The Affinity dashboard allows you to instantly visualize all your profiles and quickly access specific areas within those accounts. Affinity also tracks all the key filing dates making it useful to those in the accounting profession who need to efficiently plan their workflow. [image] How do I register? You can register a new Affinity account or login to a…