Add phone number to phone/SMS address book
Request to update client email contact across all applications. (Clickup, XPM, GovReports, Billing)
Advise of any client update - eg stop payroll tasks, off-boarding, increase in scope etc.
Basic client information for onboarding new clients.
Create or update ClickUp tasks for a client. Also use to report any ClickUp issues such as duplicate tasks.
Request a new Practice Protect link to be created or update to an existing one.
04483
04483
113 Raymond Street, Sale,
Victoria
55 Grey Street, Traralgon,
Victoria
Monday - Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 4:00 PM
Other times by appointment