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Set Up a New Client
Updated over a week ago

Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.

Add a Client From the Navigation Bar

1. Click the Global + icon

2. Select Add Client

3. Indicate whether this new client is an Individual or a Business.

Some fields differ after selecting Business.

Warning: Once a client is created, it cannot be switched from one entity to another. You will need to create a new client under the correct entity.

4. Enter the client name.

Best Practice: The client name is a field that must be unique and is required for each client. To keep your client list consistent, we recommend following the format alphabetical by last name when creating clients (i.e., Smith, John & Amy or Smith, David).

Required fields are indicated by an asterisk (*).

Note: You can select the checkbox to 'Use a different client-facing name that will appear on any client-facing items such as Client Portal, invoices, etc.

5. Select a client Type.

6. Indicate whether the client is Active.

If needed, add additional client info

  • Available information fields:

    • Client Owner

    • External ID

    • Filing Status

    • Source

    • Client Since

  • Options will vary for Business clients.

7. Create New Contact

First name and Last name is required

  • Some of the available information fields:

    • Email address

    • Phone number

    • Address

  • If needed, click Add [phone number, email, or address]

    • Birthday

    • SS#

    • Occupation

    • Employer

8. Save Contact

9. Enter any Additional Information Add General Users/Roles or add any Tags to the client.

10. Click Save and Manage or Save Client.

Add a Client From the Client List

If you are already on the Client List, you can simply click Add Client to create a client.

1. On the top right, select Add client.

From there, you will follow the steps outlined above.

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