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

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

Hi @Angela Just to expand on @FaradayKeynes point, you can find an overview of Affinity here: [image] QuickFile Affinity overview Affinity What is Affinity? QuickFile Affinity is an advanced tool-set for managing multiple QuickFile profiles under a single login and dashb…

Setting up a practice

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QFMathew 16 November 2017 07:28 3

Hi @Angela

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