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Improvement to CPA firm view of all clients

SAOSBRSAOSBR Approved! Accountant Posts: 33 Expensify Admirer

Would love to see some improvements to the way CPA firms view their client's policies/reports. I am on with a client showing them their own reports and they see all of my client names/emails that i have on Expensify...can we have a better toggle between client accounts somehow that is more private for just each client i'm viewing?

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Gathering use cases · Last Updated

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