Clients

Client name or entity name?

Client name is the person or family you deal with — it groups all their entities together. Entity legal name is the registered name of this specific filing entity (e.g. "Smith Consulting Inc"). Leave the entity name blank if it's the same as the client name. If this entity belongs to an existing client, pick them from the suggestions instead.

Client name (required)

Entity legal name (optional)

Phone (required)

Email (optional)

More details: taxpayer number, state, move

Taxpayer number (optional — it is what lets us check a prior return is theirs) State Prior state (if moved) Move date (optional)

Their prior return (optional) Keep this return on file — otherwise it is read and then deleted. What it says is kept either way. Also open their tax engagement -- with no prior return this starts a standard checklist. We will read it for the entities it names and what they had last year.

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Search by name, alias, or phone

Assigned to

Tax year

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	📌	Alias	Name	Email	Phone	State	Created	Progress	Assigned	Paused	Auto-renew	Actions