Clients
One relationship. Every permitted service in one workspace.
| Client / relationship | Services | Language | Open cases | |
|---|---|---|---|---|
| DC David Chen david.chen@example.com | Personal taxes | EN | 01 | |
| RD Rosa Delgado rosa.delgado@example.com | Medicare | ES | 01 | |
| AH Amir Hassan amir.hassan@example.com | Credit services | EN | 01 | |
| OP Oak & Pine Studio office@oakpine.example.com | BookkeepingBusiness taxes | EN | 02 | |
| EM Elena Martinez elena.martinez@example.com | Notary | ES | 01 | |
| JW James Williams james.williams@example.com | Life insurance | EN | 01 |