Access Handisoft

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

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

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.

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

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.

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

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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

​Practice Manager Contact

​HandiTax

Practice Manager Contact

HandiTax