Manage clients

What it is for: one record per client with everything about them in reach.

Steps

1. Open Clients to see your full list.
2. Select a client to open their record.
3. From the record you can see their organizer progress by year, their documents, their returns, and start or continue a message.
4. Use the same screen to send an organizer, request a document, or update the engagement.

Good to know

• The client record shows organizer completion at a glance, so you know who is ready.
• Everything you see here is scoped to your firm only.