5 docs tagged with "Client Management"

Find, review, accept, or decline client invitations in Atlas when a Client Pays client signs up using your link or invites your branch email from Fiskl.

Add clients to your Atlas branch by creating a Charge Us account or sharing a Client Pays invitation link, then manage and regenerate your branch links.

Control what each accountant can do in a client's Fiskl account with Full Admin, Billing Admin, Accounting Only and Read Only permission levels in Atlas.

Add clients to Atlas, open their Fiskl accounts, and control which accountants can work on each client and what they can do there.

Find clients in Atlas, open their Fiskl accounts, and manage each client's accountants, permission levels, notes, documents and access history.