Clients
31 organizations · 612 seats · 2 alerts · margin statement for September ready
Switching into a client starts a 2-hour access window visible to the client; every action is logged with your identity.
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| Client | Profile | Plan | Seats | Health | Renewal | Actions | |
|---|---|---|---|---|---|---|---|
LF Lakeside Family Dentallakesidedental.com · Maria Alvarez | Healthcare | Gateway | 12/15 | DKIM pending | Nov 1 | Switch in (2 h) | |
OC Ortiz CPAortizcpa.com | Accounting | Gateway + archive | 11 | OK | Jan 15 | Switch in | |
HT Harbor Titleharbortitle.com | Legal | Gateway + archive | 18 | Relay failed 20 min | Mar 3 | Switch in | |
NW Northwind Wealthnorthwindwealth.com | Wealth | Gateway + records | 5 | OK | Feb 9 | Switch in | |
PB Pacific Behavioral Healthpacificbh.org | Healthcare | Hosted | 22 | OK | Dec 12 | Switch in |
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