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Articles on:ClientSmart
Email and SMS clients, event scheduler and client-related actions.

Categories

  • User Settings
  • Client Portal Manager
  • Company Details & Settings
  • PlanSmart
  • DocShareSmart
  • TimeSmart
  • DebtorSmart
  • ClientSmart
  • SecSmart
  • DreamTax IPR6 Bulk Submissions
  • DreamTax Tax Correspondence Dashboard
  • Remove/Hide Client
    A Guide on how to Remove/Hide Client.Some readers
  • Reinstate Clients
    A Guide on how to Reinstate ClientsFew readers
  • Allocating Client Categories
    A Guide on how to Allocate Client CategoriesFew readers
  • Creating and Updating Client Categories
    A Guide on how to Create and Update Client CategoriesFew readers
  • Event Scheduler
    A guide on how to create an event using the event scheduler.Few readers
  • Add a Client
    A guide on how to add a Client.Few readers
  • Birthday List
    A guide on how to manage the Birthday List.Few readers

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