Heads Up! If you see features in this video that aren’t in your account, this video may be what you're looking for instead.
Let's take a quick look at the client list in the client and contact structure.
How Do I Use and Customize the Client List?
Your Client List is your control center for viewing, filtering, and managing all clients in one place.
Required Plan, License, and Permissions:
Must have access to the Client List
Permissions to edit clients for customization and bulk actions
The Client List helps you quickly assess client details, segment your book of business, and take action in bulk—especially helpful during tax season, onboarding, or firm-wide updates.
Table of Contents
Understand the Client List Layout
The Client List is organized into columns that display key client attributes.
The Client Name column remains fixed as you scroll horizontally.
Click a client name to open the Client Record.
Additional columns may include:
Number of contacts
Client Portal status
Tags
State
Client type
Other firm-specific data
This layout gives you a high-level snapshot without opening each record individually.
Customize Columns
Tailor the Client List to match how your firm works.
Click the three-bar (column settings) icon at the top of the Client List.
Use the checkboxes to select which columns should appear.
Click Done to apply your changes.
To reorganize columns:
Click and drag a column header left or right to reposition it.
Hover between two columns until the resize icon appears, then drag to adjust width.
Tip: Remove columns you don’t use regularly and surface the data you reference most (like State, Client Owner, or Tags) to reduce scrolling and speed up filtering.
Filter and Save Views
Each column includes filtering options to help you segment clients.
To filter by an attribute (example: State):
Click the arrow icon next to the column name.
Select a filtering option (varies by data type).
Choose a condition (e.g., Contains).
Enter your criteria (e.g.,
UT).Click Apply.
Your list will update to show only matching clients.
Different column types provide different filter options:
Text fields: contains, equals, starts with
Date fields: relative date ranges or specific dates
Categories: selectable conditions or sorting options
To save a filtered view:
Click Save at the top of the Client List.
Name your view.
Access it later from the new tab created at the top of the list.
Saving views is especially helpful for:
State-based client groups
Tax-type segmentation
Cleanup projects
Seasonal workflows
Use Bulk Actions
Bulk actions allow you to perform the same task across multiple clients at once.
Select one or more clients using the checkboxes.
Review the bulk action icons that appear in the top-right corner.
Click the desired action.
Common bulk actions include:
Create a task
Send a client request
Send an organizer
Add a folder template
Copy files to selected clients
For additional options:
Click the three-dot (More Options) icon.
Select from:
Manage assignments
Assign client owner
Add tags
Add to client group
Make inactive
Archive
Best Practice: Always double-check selected clients before applying bulk actions—especially when updating ownership, tags, or status.
Troubleshooting
Bulk action icons are not appearing
Confirm you have selected at least one client.
Verify you have the appropriate permissions.
Filter results are not as expected
Review the selected condition (e.g., Contains vs. Equals).
Clear filters and reapply if needed.
Summary
The Client List is more than a directory—it’s a working dashboard for managing your firm’s clients efficiently.
Customize columns to match your workflow.
Use filters to segment and focus.
Save views for recurring tasks.
Apply bulk actions to save time.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.