When importing multiple clients it is nice to have a client record template ready to go!
In this video:
Create a Client Record Template
Apply Client Record Template
Bulk Apply Template to Client Roles
How Do I Create and Use Client Record Templates?
Client Record Templates allow you to standardize client setup by predefining roles, tags, custom fields, and other details—making onboarding faster and more consistent.
If your firm frequently creates similar client records (e.g., small businesses, prospects, or a specific partner’s book of business), templates reduce repetitive data entry and improve consistency.
Table of Contents
Create a Client Record Template
To create a new template:
Click Templates.
Select Client Record.
Click Add Template (top right).
Enter a Template name.
Example: “Small Business Clients” or “Partner A – Clients”
Select whether the client type is:
Individual, or
Business
Choose the Client classification:
Client
Other
Prospect
Use the toggle to set the Activation status.
Complete relevant fields:
Filing status (if applicable)
Client owner
Custom Fields
Roles (select from dropdowns)
Tags
Click Save.
Your template will now appear in the Client Record Templates list.
You can:
Click a template to edit it.
Use the three-dot (More options) icon to delete or duplicate it.
Best Practice: Only complete fields that should apply to every client using this template. Leave fields blank if they should be customized per client.
Apply a Client Record Template
To apply a template when creating a new client:
Click the Global + button.
Select Add Client.
Click Templates.
Choose the appropriate template.
Complete any remaining client-specific details.
Click Save.
The template will automatically populate predefined roles, tags, and other settings.
Bulk Apply Roles Using Templates
Client Record Templates can also be used to bulk apply roles.
To apply roles from a template to multiple clients:
Navigate to Clients > Client List.
Select two or more clients using the checkboxes.
Click the three-dot (More options) icon in the bulk actions menu.
Select Manage Assignments.
Click Templates at the top of the menu.
Choose the desired Client Record Template.
The roles from that template will be applied to all selected clients.
This is especially useful when restructuring client assignments or standardizing ownership across multiple records.
Troubleshooting
Template does not appear when adding a client
Confirm the template is saved.
Verify the template matches the client type (Individual vs. Business).
Fields are not auto-populating
Ensure the fields were completed in the template before saving.
Confirm the template was selected during client creation.
Bulk role changes did not apply
Verify multiple clients were selected.
Confirm the correct template was chosen under Manage Assignments.
Summary
Client Record Templates simplify onboarding and role management.
Standardize client setup with predefined roles, tags, and fields.
Apply templates during client creation.
Use templates to bulk apply roles from the Client List.
Using templates helps your firm maintain consistency while reducing manual setup time.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.