4 docs tagged with "Client Management"

Review and accept client invitations in Atlas when clients invite you to access their Fiskl accounts through the Client Pays model.

Add clients to your Atlas practice using Charge Us or Client Pays billing models, or accept invitations from existing Fiskl users.

Understand the two levels of client access in Atlas — portal-level permissions for your team and Fiskl-level permissions for accountants working in client accounts.

View your client list, access client Fiskl accounts, manage accountant assignments, and track access history in Atlas.