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Practice Manager Contact - Add or edit Offices in Practice Manager Contact

Updated over a month ago

To edit the Office List available in the Client Details ID section:

​Practice Manager Contact

  1. Log in to Practice Manager Contact.

  2. Go to View, Offices.

  3. To add a new office, click New.

  4. To edit an existing office, highlight the record and click Edit.

  5. Save.


​HandiTax

  1. Log in to HandiTax.

  2. Go to Client, Offices.

  3. To add a new office, click New.

  4. To edit an existing office, highlight the record and press Edit.

  5. Save.

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