Client Resources
Helpful materials accounting firms can share with their clients
- 5 Reasons to Switch to Briefcase
- Email draft - Informing clients about switching to Briefcase
- Email draft - Informing clients about trialling Briefcase
- Getting Started with Briefcase
- Getting started with Briefcase (One-Pager)
- How Briefcase protects your information
- Setting up Briefcase on mobile
- Setting up Email Auto Forwarding (Gmail)
- Setting up Email Auto Forwarding (Outlook/Microsoft)
- Why should I switch to Briefcase Ledger?
Still need help?
Email the support team with what you were trying to do and we'll get back to you.