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Section

Clients

Who you act for, and how to add one.

2 articles·Last revised 19/10/2026

The client list19/10/2026What a client record holds, and how the list is organised.Adding a client19/10/2026Adding a client in one step, and what happens next.

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Getting startedDaily workBillingDocumentsReportsSettingsHelp and communityAsk AidenFAQGlossaryWhat’s new