Subcategories

Articles in Absolute clientbase

• Archiving clients.
• Can I see when a tax return or set of accounts was filed to HMRC and Companies House?
• Cloud software.
• Digital signatures of documents.
• Does the software run on Windows 11?
• GDPR
• I have entered my licence codes and I am being asked to activate the software with a four digit reference.
• I have renewed for the new tax year but when I enter my licence codes nothing happens.
• I have three red lines appear in my database that just says common / code / name, what do I do?
• If a client has been deleted can it be recreated in the main database?
• Locked record when trying to access a set of accounts or tax return from clientbase.
• My client cannot view documents on the portal, but if I view them here they open fine.
• Password protection.
• Setting up users
• Software has reverted to demo mode?
• Standard Letters.
• Tracking clients based on deadlines.
• Transferring the software to a new machine.
• What are the system requirements for the Integrated software?