By clicking on a clients name it opens their record. There are two main menus
- Steps 1 -9 along the top, these are the setup menus that you may need to go into to change details

- The left-hand menu where you carry out actions or see details for the specific client you are looking at 

Tax References

Here you can view and add UTRS etc

Xama AML



Here you will see an overview of the Risk Assessments and client ids stored on Xama if you have linked the accounts

Letters of Engagement & Disengagement



Here you see and generate letters of engagement and disengagement

Professional Clearance Letters



Here you can view and generate Professional letters of clearance



Jobs

Here you can see deadlines specific to this client
 

Invoices if linked to a bookkeeping solution such as QBO / XERO the invoices related to this client show here 



Files



Here you can view and upload Iles to the client records



Signing requests / here you can see all signing requests sent to the client and each status  



Memos

Here you can add and view memos / notes on this client


Tailored checklists



Here you can see and edit checklists for this specific client

1

Service auto reminders - super handy as you may have some clients that detest getting auto auto reminders - so take them off the list :) 



Here you can add or tailor automatic email reminders for this specific client