How to Add, Edit, & Delete Clients
Adding a Client
From the Client List:
Select Add Client
Choose from QuickBooks, Xero, or Unconnected
Select your Workflows. Your options are:
Monthly closes only (monthly recurring close workflows)
Tax returns (annual recurring tax workflows)
Monthly closes & tax return workflows
Note: you can add custom recurring tasks on a custom schedule to any of the above workflow options.
Note: Tax return-only workflows for unconnected clients are coming soon!
Customize the Setup as needed
Connect your new client!
Only Admin users have the ability to add clients
Add a Client
Apply a Task Template
Add your Contact(s)
Turn on Reminders
Deleting a Client
From the Client List:
Select the More Information button next to the client's name
Click on the Client Options drop down
Select Delete Client in the bottom right-hand corner
Only Admin users have the ability to delete clients
Things to know when deleting a client:
This action cannot be undone!
Deleting a client deletes all client data
Deleting a client does NOT delete associated Client Portal contacts
The client will no longer show as a listed business for the contact
Would you rather archive the client instead?
Archiving a Client
From the Client List:
Choose More Information (arrow) to the left of the client name
Select the Client Options button on the right side of the client list table
Select Archive Client in the bottom right-hand corner
Only Admin users have the ability to archive clients
How archiving affects billing, tasks, etc. 👉 Archiving Clients
Editing / Renaming a Client (Business)
Go to your Practice Settings (⚙️ icon)
Navigate to All Client Settings
Select the Edit button below the client's (business) name
Only Admin users can access Practice Settings