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Multi-client view
Move between client businesses and review the records, work and outstanding items that need attention.
Bring client work, books and supporting workflows into a connected Workzuite operating picture.
Move between client businesses and review the records, work and outstanding items that need attention.
Organise supporting records and authority workflows after the required client setup is in place.
Discuss volume pricing for a practice managing multiple client businesses on Workzuite.
Work with a team that understands the relationship between your practice and your clients.
Tell us about your client base and the workflow you want to improve.