ZMARTMANAGER KNOWLEDGE BASE

SERVICE OFFERING


Depending on your firm's service offering, you can add services along with the expected fee. This fee can be set up as weekly, monthly, annually.

Once the service areas are added, it will enable the users to select the service areas when creating engagement letters at the time of client onboarding. This will ensure the whole firm uses the same pricing structure across the board, thus ensuring client trust and professionalism.

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