Managing Clients

The Clients Database is your digital filing cabinet, showing you a comprehensive list of all businesses you manage, their open tasks, and their overall risk scorings.

Adding a New Client

To add a new client to your firm:

1. Navigate to the Clients tab.
2. Click the Add Client button.
3. If you have connected the Companies House integration, simply begin typing their company name. The system will pre-fill their registered details.
4. Provide a primary contact name and email address for the client. (This is crucial, as it is where document upload links will be sent).

The Client Management Workspace

Clicking on any client in the database opens their dedicated Management Workspace.

Here you can:

• Configure Integrations: Link their specific Xero or QuickBooks file.
• Manage Details: Update their contact email, phone number, or business structure.
• View Secure Tokens: Generate or view the secure, passwordless portal link used by the client to upload files.

Verifying Changes via OTP

Because client contact details dictate where sensitive financial reminders are sent, modifying them requires an extra layer of security. If you attempt to change a client’s email or delete their profile entirely, the system will prompt you for a One-Time Password (OTP). This code is sent to your registered accountant email address. You must enter it to authorize the change.