Client organization
Discuss how business workspaces and client records can be arranged for your practice.
For accountants
Keep client invoicing work easier to review.
A structured workflow can help a firm coordinate business records, team responsibilities and client questions in one place.
SMART FBR INVOICEBusiness invoicing,
Business invoicing,
made clearer.
Invoice recordsOrganized
Workflow statusReviewable
Setup supportAvailable
Illustrative interface · Sample data
Platform
A shared working view
Team roles
Confirm which account roles and permissions are available for your staff.
Invoice review
Keep invoice details and status information ready for routine review.
Supporting records
Ask about attaching or organizing documents for your workflow.