Edit or Delete a Client

Edit a client from its detail or edit page; soft-delete moves the client to Recycle Bin for 30 days before permanent removal.

Edit a client

1. Open Clients and select the client.
2. Open Edit (or edit from the client header).
3. Update the name or change Private / Firm-shared visibility.
4. Save changes.

Delete a client

1. From the client page, choose Delete.
2. Confirm deletion. The client moves to Recycle Bin under Settings.
3. Restore within 30 days or permanently delete from Recycle Bin.

Deleting a client also soft-deletes associated tax years, fund entries, and exports.