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
Managing your Firm
Transactions Module
Requests Module
Receipts Module
Karbon Integration
QuickBooks Online Integration
QuickBooks Desktop Integration
Xero Integration
Billing
Other Helpful Information
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Working with Clients

By Brandon Bruce

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12 articles