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