Wise CPA — Practice Management v3

Settings

Sender email

Sender name

Client

Type

Status

Priority

Year

Search

View

Sort

Select all

✉ Send email

Email template

Merge variables: {{first_name}} {{last_name}} {{email}}

Results:

New engagement

Client

Taxation year

Engagement type

Priority

Status

Notes

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Entity

Year end

Search

Sort

✉ Send email

Email template

Merge variables: {{first_name}} {{last_name}} {{email}}

Results:

Add engagement for filtered clients (0)

Taxation year

Engagement type

Priority

Status

Notes

Import clients from CSV

Required: name. Optional: contactfirst contactlast email mobile address city province postal country taxnumber entity yemonth

New client

Identity

Client / entity name

Tax number (SIN / BN)

Entity type

Year end

Contact

Enter manually Link to another client

Link contact from client

Contact first name

Contact last name

Email

Mobile phone

Address

Street address

City

Province

Postal code

Country

Portal

Client ID

Portal status

Grant linked contact portal access

Nextcloud folder

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