What you will learn
How accounting firms keep client work separated while managing requests, reviews, task ownership, and managed-client billing.
Back to Learning HubBack to all guides
Finance guide
Budget & Forecasting and operating review
How accounting firms keep client work separated while managing requests, reviews, task ownership, and managed-client billing.
Try this first
Switch to one client, create a document request, assign a review task, then check what is ready for handoff.
Where it shows up
Accountant practice workspace, client switching, document requests, review queues, and billing visibility.
Practice checklist
Practice the workflow.
Open the Finance product and find the related workspace or menu area.
Complete the first example with one customer, employee, campaign, job, plan, or client.
Check the result in the matching report, dashboard, export, or support view.
Next step