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Accountant Resources

Accountant Resources

How to get started using the Accountant Platform, and working with your clients through Coconut

33 articles

Getting Started

3 articles

Onboarding Your First Clients

6 articles

General

1 article

Coconut Partner Billing & Team Member Management

2 articles

Communicating & Promoting Coconut to Your Clients

5 articles

Reviewing & Completing Your Clients’ Books

8 articles

Preparing Your Clients Tax Returns and Reports

7 articles

Viewing Your Clients' Invoices

1 article
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