Manage Clients
Add, invite, and organise the clients your firm serves.
Your Clients area is the roster of everyone your firm works with.
- Marketplace clients — clients who found you and raised a request.
- Invited clients — clients you bring onto Fingaon directly.
Bring your existing clients
You can add clients you already serve and invoice them without waiting for a marketplace request. Fingaon de-duplicates by PAN and phone so you don't create doubles.
The firm's client roster.
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Manage Clients
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