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  1. Relay Financial
  2. Accountants and Bookkeepers

Accountants and Bookkeepers

Overview

  • Getting Started
  • Choosing Your First Clients to Invite to Relay
  • Communicating the Value of Relay
  • Inviting Clients to Relay

Team

  • Editing Advisor Permissions
  • Advisor Permissions in Client Accounts
  • Accounting and Bookkeeping Firm Member Permissions
  • Inviting and Assigning Firm Staff to Clients
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