I am looking for a recommendation for the client manager setup.
We have two accountants in our office, different companies(two separate licenses) so different options profiles and different paths that we are storing our data on.
We share staff and we run off of a network.
What is the best way to set up the client manager so that the staff can see the files for each accountant?
Is there an easy way to do this so I don’t have to go on to each persons machine and change how taxcycle logs in so it can see the network folders?