Firm Management

Lodgement

• BGL Auskey
• Adding an ABN to a Lodging Party Contact
• Adding a Lodging Party (Tax Agent)

Contacts

• Delete a Contact
• Add Other Entity
• Add a Trust
• Add a Person
• Add a Company
• Contacts

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Users

• User Roles
• User Manager
• Role and Product Settings (New)
• Invitation Management
• Admin Users
• Password Protect Fund

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