View Returns, Jobs and Invoices by Client Group

Create relationships between your clients and then view all jobs, quotes, invoices and tax returns for the entire group in one central view:

• Having setup up the nature of each client e.g. Business, Trust, Individual you can then link clients together to form groups
• Choose if a client is a director, shareholder, trustee or simply is related to another client
• Having created the relationships view all tax returns, invoices, quotes and jobs for the group in one central place
• Quickly drill down to view all related entities in a tree type view