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Practice Admin, Clients & Integrations

Practice Admin, Clients & Integrations

Customise to suit your practice, Connect with our integration partners and Manage your Clients & Contacts.

Practice Admin

User Permissions
Practice Settings
User Management
Two Factor Authentication

Clients, Contacts and Affiliates

Managing Clients & Contacts
People in Detail
Client Notes

Integrations

Annature
ATO Lodgement Statistics
BGL CAS360
BGL SimpleFund 360
Document Management System (DMS)
Document Management System (DMS) - Advanced

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