Turn2us Intermediaries User Guide - Accessing your clients

Last reviewed 01 September 2023

Accessing your clients

After logging into your Turn2us Intermediary Account, you can add clients to your records. You will be able to save details of your client's benefits calculations and grants searches.

On this page, there are various options you can choose:

  • Client notes

  • Grants Searches

  • Benefit calculations

  • Edit Client

  • Delete Client.


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