Adding a client
Adding a client in one step, and what happens next.
Adding a client is one short form. You can add more detail on the client's record afterwards.
Start from the client list
New client on Clients.
Name and type
The legal name, a trading name if there is one, and whether this is a company, a sole trader, a partnership or an individual.
Country and contact
United Kingdom or Ireland, and the person you deal with.
Year end
The month and day the client's financial year ends.
Tick its services
When you save, the client opens on its Services tab. Tick each service you do for them, and their tasks appear on their own.
Common questions
I do not have all the details yet. Add what the form asks for. Everything else can be filled in on the client's record later.
Was this page helpful?
Still stuck?