Adding and managing clients

Adding a client

Go to Clients → Add client (or press the button in the top right of the Clients page).

Required fields:

• Name (individual or business contact name)
• Email address

Optional fields:

• Business name (if the client is a company)
• Phone number
• Country (defaults to your firm's region)
• Internal notes (private — never visible to the client)

Client types

Individual — For personal tax clients. T4, T1, RRSP, and similar documents.

Business — For incorporated clients. T2, HST/GST, payroll, and similar documents.

The client type affects which templates appear first in the template picker.

The client portal link

Every client gets a unique, permanent portal link generated when you add them. This link:

• Never expires
• Works on any device — no account or login required
• Shows all current document requests from your firm
• Updates automatically when you add new requests

Find the link on the Client Detail page, in the green banner at the top.

Importing clients via CSV

To add multiple clients at once:

1. Go to Clients

2. Click Import CSV

3. Download the template

4. Fill in name and email columns

5. Upload the file

Archiving vs. deleting

If a client no longer works with your firm, use Archive (not delete). Archived clients and their history remain accessible but don't appear in active lists. This preserves your audit trail.