White label queries

[help4u]

Is it possible to offer a demo to clients please?

[ian_roberts]

The KB articles on Affinity should help answer your questions, this is a good place to start:

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…

[help4u]

Can I get clients to sign up online via my website?

[QFMathew]

Hi @help4u

There are 2 ways an account can be opened:

• Directly on the QuickFile website
• By an Affinity account holder

Unfortunately, it’s not possible to open an account in any other way at the moment.