👥 Step 1 : Manage Client Details:
- Access the Directory: From the sidebar menu, navigate to Clients and select the sub-option Clients.
- Manage Profiles: For each client, you can store and view their Name, Email, Phone number, and official Logo.
Adding a New Client
- Initiate Onboarding: Click the purple Add New Clients button at the top right of the table.
- Firm Identity: Enter essential details including the Firm Name, Official Email, Phone Number, and upload the Firm Logo.
- Geographic Data: Specify the Country of operation to help with regional reporting.
- Activation: Ensure the firm is set to Active status to enable their access to the platform.
🛠️ Client Action Menu
The Actions button (represented by the vertical three-dot icon) provides a comprehensive set of tools for managing each specific client profile.
When you click this button, you can access the following functions:
🗑️ Delete: Remove the client record from the active directory if the partnership has ended
👁️ View: Open the full client profile to review all registered details and tax information.
📝 Edit: Modify existing client information, such as updating contact numbers or changing the firm logo.
👥 Employee View: Instantly see a list of all staff members linked to that specific client who have signed up or logged into the app.
💬 Chat: Initiate a direct communication thread with the client’s primary contact.
✨ Automated Engagement Tools
- Send Reminder Email: You can select one or multiple clients using the checkboxes and click the green Send Reminder Email button to trigger automated, branded notifications.
- Email Histories: Switch to the Email Histories tab to view a complete audit trail of all communications sent to your clients.
- Employee Tracking: Use the Employees tab to monitor overall user growth and see which firms are most active in the system.
To maintain professional communication and ensure timely updates, the Send Email Reminder feature allows you to reach out to your clients directly from the dashboard.
📧 How to Send a Branded Email Reminder
The reminder tool is designed to be highly specific, allowing you to choose from various templates and target specific firms in your directory.
Step-by-Step Instructions:
Send Email: Once you have verified the details, click the blue Send Email button to deliver the notifications instantly.
Select Your Targets:
- Select Reminder Type: Choose a category from the dropdown to define the purpose of the email, such as Invoice, Submission, or Due Date.
- Subject: Enter a clear, professional subject line that will appear in the client’s inbox.
- Attachment (Optional): Click Choose File to upload and send relevant documents, like a pending invoice or a tax guide.
- Mail Content: Type your personalized message in the text area provided.
- Selected Clients: The bottom box will display a list of all firms currently selected to receive this message.
- Once done it will be listed in the email Histories.
👥 Client Employee Management
The Client Employees module allows the Admin to onboard and manage individual staff members for each registered firm. These employees are the primary users who interact with the system to submit and review audit documents.
🛠️ Steps to Onboard and Manage Employees
Chat Access: Set the General Chat toggle to “Yes” if you want this employee to be able to communicate directly with your team
Add a New Employee
Click the purple Add New Employee button.
- Enter Details: Provide the employee’s Name, Email, and Phone Number, clients ( Client list ) .
- Chat Access: Set the General Chat toggle to “Yes” if you want this employee to be able to communicate directly with your team.
- Once the onboarding process is complete, the individual will be officially listed within the Client Employees directory. This centralized list allows you to manage all users who have been granted access to submit and review documents for their respective firms.
