Articles tagged with clientbase

• Archiving clients.
• Digital signatures of documents.
• 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.
• 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.
• Standard Letters.
• Tracking clients based on deadlines.