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Status Shipped
Categories Tasks & Workflow
Created by Guest
Created on Feb 2, 2024

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Disengagement letter

When I click that a client is no longer a client it would be useful to be prompted to do a disengagement letter with last years information ready to send to client.
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  • Guest
    Jul 11, 2024

    Yes Please!

    Reply
  • Guest
    Apr 24, 2024

    Yes please

    Reply
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Disengagement process/letter

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Miriam Sackie-Mensah over 2 years ago in Client Portal  / Clients 1 Shipped