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  1. Support Center
  2. Accountant Partner Program and Console
  3. Console Management

Console Management

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  • Accountant Console Setup
  • Add a new client account to your Console
  • Add a staff member to your Console
  • Client account access for staff members
  • Demo Accounts
  • Manage custom roles in Console
  • Mass deactivate console user
  • Not all Client's To Do items appear on my Console Dashboard
  • What is the Console?
  • Will my Console users also be billed as users on my client's accounts?