Create a Client

Create a client from the Clients page, set visibility to Private or Firm-shared, then add tax years and fund entries.

Steps

1. Click Clients in the header.
2. Click New client (or equivalent create action).
3. Enter the client name.
4. Choose visibility:
   • Private — only you and firm admins can access.
   • Firm-shared — all firm members can access.
5. Save the client.

Tips

• Use Firm-shared for team workflows where multiple preparers work the same return.
• Private is appropriate for sensitive or personal client lists.