5 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.

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.