Remove a Client from your Practice Manager

Open your Practice Manager
Select the Clients tab
Locate the company you wish to delete
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.

Select OK, and you will receive a confirmation message

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Remove a Client from your Practice Manager

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<%= previousTitle %>

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In this article

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Still need help?

Categories

Toggle navigation menu

<%= category.name %>

Categories