The accountants and bookkeepers page covers a monthly fee quoted and signed in Proposals, each client's monthly steps and uploaded statements in a Client Portal, working in a client's Magpie books as their accountant, the fee billed every month to a saved card in Invoicing, engagement letters signed in E-Signatures, and calls booked in Meetings.
A page for accountants and bookkeepers
Added a page for accountants and bookkeepers in small practices. It will be shown in Who Magpie is for once it has been reviewed.