Client Management
The Professional Edition includes a client management system to allow professional advisors such as accountants and financial planners to keep a record of their clients and calculations.
Some of the features of the client management system include:
- Client listing in table or card format
- Searching of data
- Filtering of data
- Client Reporting
- Mail Merge
- Importing and Exporting of client data
- Backup and Restore
- Data stored on network or local machine
ABN 71107714241 ACN 107714241
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