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Can the account be accessed by the accountant/client/financial planner?
Can the account be accessed by the accountant/client/financial planner?
Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over 6 years ago

Yes, our Partner pricing plans start with 10 client users.
If you would like to add another staff member from your practice without using up another "user", you can easily do this by adding a staff member . You can add unlimited staff members for free.

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