Assign All Staff to New Clients

settings for employees of firm permissions

Hey Accountant Partners,

We’ve turned your wish into reality! Say goodbye to the hassle of manually assigning staff members to new client companies. With our newest update, all users marked employees of your firm are given full permissions to new client companies by default. More efficiency, less stress!

No more tedious tasks or unnecessary clicks – it’s time to boost efficiency and streamline your workflow. Ready to revolutionize your workflow with just one setting? Check out our help article,” Partners: Managing Your Clients in Patriot Software,”  for more information.

Stay tuned for more game-changing updates. Your success is our priority!

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