New Service Provider

Service Provider enables professional service organisations such as accountants, tax specialist, outsourcers or others to manage multiple clients under one single dashboard in ZotaBooks while providing physically separates accounts for each client.

Each client can have multiple businesses in one account, providing flexibility and structure to client business affairs.

Add and Setup New Client for Service Provider

There are two steps to adding a new client to the service provider account.

  • Add a new client to service provider
  • Setup new client

Add New Client
Learn how to add a new client to the Service Provider.

Setup New Client
Learn how to setup the new client added to the Service Provider.
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