Accountant Edition

From your My Clients list, you can access your clients' data in a matter of seconds. Search on company names, view contact information and see pertinent information such as the last login date, financial year end date and next VAT submission date. See what tasks, notes and alerts are due and overdue. Click on any client in the list to get all the info you need with click-through's directly into the client's company.

The To Do tab is designed to give you a snapshot of everything you need to do each day. It will help you keep track of the various accounting or bookkeeping Tasks that you do for each of your clients on Accounting. You can create a single task or one that repeats on a regular schedule. Address any pending Notes, check Alerts and use the Calendar for an overview of upcoming tasks and notes.