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Centrix SmartID (electronic identity verification)
Engagement Letter Templates
Set-up for company management (workflow)
Set-up for trust management (workflow)
Director Updates
Bulk Importing Client Data
Shareholder Updates
Company Summary and Address updates
How to import client profiles from XPM / Xero Practice Manager / WorkflowMax
How to complete a trust profile after XPM import
5. Client advises of address changes: Workflow step 3 - Review Response