Accounts may have relationships with multiple contacts; contacts may have relationships with multiple accounts.
To access your accounts on the dashboard, click the Accounts tab on the left side of the screen. The Account tab displays your accounts and the basic information associated with your account.
The Accounting tab stores information for Bank Accounts, Logins, and Payroll.
To edit account information the firm must send you an onboarding task, or you can edit account information on the Front Desk App while in the firm.