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Mimo Associate
Mimo Associate
Automate the month-end process
13 articles
Get started with Mimo Associate
Inviting and setting up a new client
Upgrading a client's Associate service
Managing client services and permissions
Bookkeeping
Collect and Reconcile
Requesting documents from clients
Managing client context and memories
Review & Adjust
Review & adjust overview
Managing prepayments
Create and manage accruals
Importing prepayment schedules
Members & Access
Client and practice member roles
Managing roles and permissions across services
AI & Data Privacy
How we handle your clients' data