Clients
Clients
How do I add a client or client Group to the client list?
How do I add a co-owner?
How do I merge clients to create a Client Group?
What is the Tax Assistant and how does it work?
Kwidz – The finance app for kids!
Broaden your horizons with myprosperity’s estate planning functionality
Generated Wills – FAQ
Business Advisory Leads explained
Guest access explained
Unlinking & Deleting accounts explained
Amending client details
How to hide a client or make private
How to view tagged tax transactions
How to bulk upload clients, team members and entities
How to perform a financial review with your client
How to view a client’s account
Adding assets and liabilities to your clients accounts