Firm's Organization

Office Managers
    Partners
      Clerks
        Accountants
          Users
          Email Address User Name Partner Office Mgr Accountant Clerk Access

          Assignments

          In order to move a Company or Owner to a given Status, you must be a ...

          Partner Office Mgr Accountant Clerk
          New
          Assigned
          In Progress
          Ready for Review
          Pending Approval
          Approved

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