Fiduciary

Have you already set up your account and would now like to customize your settings? Once you have established these settings, they will be displayed directly in the document and your customers will receive more information.

In this article, you will learn how to connect your own bexio account for your fiduciary company to the Cockpit and what benefits this feature offers.

In this article you will learn how to create non-bexio clients in Cockpit and what benefits this new feature has.