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FYI
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

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 Family or Client Groups
Client Summary
Client Detail
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

FYI