Add clients, prospects and non-clients

You can create a record for every new prospect or client that you work with. Currently, you can add individuals, businesses or trusts. These client types determine what functions are available on the client record. For example, on the Dashboard tab of a business client you'll have the option to add a corporation tax return. For an individual client, you'll have the option to add a self-assessment tax return.

The method used to add clients varies slightly, depending on the type of client:

You can also import a set of clients: