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.
Step 1, Add a New Client
Each client added by a service provider is its own account not accessible by other clients.
Step 2, Setup the New Client
Once a new client has been added, follow the guide below to setup the client business.