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  1. FYI
  2. Clients

Clients

Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.

Overview

  • Working with Clients
  • Clients List and Client Workspace

Using the Clients List

  • Searching for Clients
  • Clients List
  • Quick Access to Recently Used Clients and Views
  • Nominating the Primary Client to Include in AutoFile
  • Clients Bulk Update
  • Archived Clients

Using the Client Workspace

  • Displaying Information for a Client
  • Displaying Information for Client Groups
  • Client Summary
  • Client Details
  • Client Contacts
  • Client Jobs
See all 13 articles

Recording Client Interactions

  • Creating a Phone Call Record
  • Creating a File Note
  • Creating a Meeting Record

Automations

  • Automatic Document Imports
  • Custom Processes
  • Running the Client Ledger Reports AutoFile
  • Displaying the Auto-Filed Tax Returns
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