Affiliates

Stage 5

Every accounting firm on the platform and the schools it manages.

What this screen will contain

  1. 01Create and manage firms and their signup links
  2. 02Reassign a school from one firm to another
  3. 03Enter a client account for support, with a reason recorded, a visible banner, read-only enforcement and an audit entry naming both identities

Platform section. Visible to Boardroom platform administrators only.