Yes. Agents can add clients one by one or import clients in bulk via CSV, organise them with Groups, and add internal Team members with permissions. Agents can also send drafts for client approval before submitting to HMRC.
For more step-by-step guidance, check out this demo video explaining the key features of AbraTax
AbraTax is built for multi-client workflows, with organisation, approvals, and submission tracking.
Information only, not tax advice.
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