Since you have already logged into our app before, you can now start adding clients by clicking on the Manage Clients tab.Here, you can click Add One Client to create your first client. You will need to have the Client ID, NAICS code, State (where client located), Lead Partner, and Office that serves the client.
If you would like to add more than one client, under the same Manage Clients tab you can click the Add Multiple Clients button.
This button will take you to a new webpage that where you can download our Excel template. Simply add the information to this Excel file, save it, and upload it to the webpage.
After submitting one or multiple clients, our app will as you if you'd like to upload a file or connect an app like QuickBooks Online or Xero. Hit the next button to learn how to upload data!
Have any questions that aren't answered by the page's tutorial? Let us help!