Remove a Client from your Practice Manager

Andrea
Andrea
  • Updated
  1. Open your Practice Manager
  2. Select the Clients tab
  3. Locate the company you wish to delete
  4. Select the Trash Can Icon on the right. You will receive the following message: 

Are you sure you would like to remove Stellar Enterprises Inc. from your firm? This will remove access to this company for all members of your firm, and is irreversible.

  1. Select OK, and you will receive a confirmation message

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