Professionals Database
What is it?
The Professionals Database is a list of all the professionals that provide services to your firm. Think of it as your firm's roster and corresponding profiles. Here you can store a professional's personal information including subject matter expertise, 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.