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How does the firm space work on Okimia?

As a chartered accountant or outsourced CFO, Okimia offers an administration console to easily manage your client files.

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Written by Support Okimia

Your practice space takes the form of a table containing all your client files exported to Okimia:

When your practice space is created, a first folder called "Test folder" will appear on your table. This will allow you to carry out your first tests and familiarise yourself with the Okimia tool.

Within this space, you will also be able to:

  • Create new folders;

  • Add or delete existing folders:

  • Search your existing folders:

  • Navigate the different dashboards:

  • Modify your practice information:

  • Modify the company details of your various folders:

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