The advisor sees a list of all their clients in one place. They can switch between clients instantly without logging out.
The advisor has access to the (Documents) area.
The (accountant access) in lexoffice is a central feature that allows tax advisors to collaborate with their clients digitally and in real-time. Key capabilities of this feature include:
While I cannot directly provide a PDF file, here is the that you could copy into a Word/Google Doc and save as a PDF for your records or to give to your tax advisor: