Accountants and Bookkeepers

Overview

• How to use the Relay Partner Portal
• Getting Started
• Choosing Your First Clients to Invite to Relay
• Communicating the Value of Relay
• Inviting Clients to Relay

Your Team

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