Working with Clients
- Adding a client to Uncat
- How to disconnect a client from Uncat
- Customize the client dashboard in Uncat
- Add a note to the top of the client dashboard
- Choose how often to notify your clients
- Invite client users to Uncat
- Viewing client updates in the Uncat dashboard
- Navigating between clients
- Reconnecting a client in Uncat
- Moving a client from one accountant to another accountant
- Preview as client
- Sync any date range for a client in Uncat