Nov 18 - Unlicensed Accountant Letters

Unlicensed Accountant letters

It has been a long process, however we are now ready to release our unlicensed letters for use in beta. Initially, we are offering our members the opportunity to assist us with this testing and provide feedback on the workflows, integrations etc. You can see in the screenshot below how to create these unlicensed letters:
  • On a step-by-step basis using the order forms;
  • Create a workflow to go through each of the steps per client; or
  • Access the word document templates (allowing you to use the letters not currently finalised with forms and integrations)
If you are interested in being a beta tester over the coming weeks, please send us a request at and use Beta Tester in the subject line.

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