What is the Professionals Database?

• The professional’s database is a list of all the professionals that provide services to your firm. Here you can store a professional's personal information including billing rates, contact information, and more.
• Enter any applicable billing rates and the tax rate that the professional charges for his or her services.  If a tax rate is provided, any service this professional bills for will take the tax rate into account upon invoicing.

Read more about Billing and Invoicing here.