No items found.
8 min read

Make a Client Inactive

Published on
October 15, 2024
Remote accounting team with onshore and offshore team members collaborating on Zoom
No items found.
Video

Make a Client Inactive

Contributors
No items found.
Subscribe now to receive our latest updates and news.
By subscribing you agree to with our Privacy Policy.
Share this post

When a client leaves, what should you do? Well you don't want them in your everyday view, but you still need a historical record of what you did for them. Shane shows us how this is handled in Firm360.