Clik here to view.
Advertising on QuickFile
@Glenn wrote: IMPORTANT NOTICE: The QuickFile Advertising Services mentioned in this guide will be replaced by a new year end comparison service from May 2016. If you would like to continue to receive...
View ArticleClik here to view.
Affinity Workspace
@Glenn wrote: Introduction Affinity Workspace is a module within the Affinity system that allows you to collaborate with your clients inside a shared workspace area. The workspace exposes a number of...
View ArticleClik here to view.
Billing Explained
@Glenn wrote: Introduction The billing for QuickFile Affinity is determined by the number and size of the accounts you are managing in your Affinity control panel. The charges are calculated daily and...
View ArticleClik here to view.
Year end checklist forms
@Glenn wrote: Introduction Checklist items can be applied to any active Workspace as a means of gathering additional information from a client. We’ve put together a number of prebuilt checklist items...
View ArticleClik here to view.
QuickFile Affinity overview
@Glenn wrote: What is Affinity? QuickFile Affinity is an advanced tool-set for managing multiple QuickFile profiles under a single login and dashboard. The Affinity dashboard allows you to instantly...
View ArticleClik here to view.
QuickFile Connect - User Quotations
@Glenn wrote: Introduction The top 10 advertisers on QuickFile Connect will automatically receive quotation request emails from QuickFile users seeking help. The quotation system allows users to...
View ArticleClik here to view.
White labelling
@Glenn wrote: The white labelling features in Affinity allow you to apply your own corporate identity to all your managed accounts. This means that when your clients log into their account they will...
View ArticleClik here to view.
Restricting Access in Affinity
@Glenn wrote: Introduction From time to time you may want to restrict specific team members from accessing profiles managed within your Affinity console. A common scenario may be when you want to...
View ArticleClik here to view.
QuickFile Connect - Year End Service
@Glenn wrote: QuickFile Connect is a module within Affinity that provides a number of advertising tools allowing accountants and bookkeepers to promote their own year end accounting services to the...
View ArticleClik here to view.
Affinity Volume Discounts
@Glenn wrote: What are Affinity Volume Discounts? Affinity Volume Discounts enable you to benefit from a reduction of up to 15% on your monthly invoices. The more you spend on Affinity licensing, the...
View ArticleClik here to view.
The QuickFile Accountant Directory
@Glenn wrote: At QuickFile we want to make it simple for business owners to find the expertise they need to stay on top of their accounts and plan for the future. To help our growing user-base to find...
View ArticleClik here to view.
HMRC Agent Services Account Integration
@Glenn wrote: What are Agent Services Accounts? An Agent Services Account (ASA) allows you to communicate directly with HMRC using a range of new Making Tax Digital (MTD) services. You can use an...
View Article