TC Tax Consultant CRM Portal

Manage

Account

Dashboard Clients Agencies Onboard client Overview My profile Upload statement

Workflow

Tasks Returns Statements Invoices

Bookings

Consultations Services & hours

Tools

Tax tools Site settings

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Portal

New client Upload statement

Bookable services

Configure what people can book. Update duration, price, color, and working hours.

Services

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Working hours

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Edit service

Title * Description

Duration (min) Buffer (min) Price (£, 0 = free)

Order Default meeting type Colour

Active — visible on booking page