Individual Clients

Add clients one at a time when you need to enter detailed information:

• Required Information: At minimum, you need the client's name and email address. The email is used to send document requests and notifications.
• Optional Details: Add phone number, company name, address, and custom notes. More information helps you identify and communicate with clients effectively.
• Client Portal Access: Each client automatically gets access to a secure portal where they can view all requests sent to them.
• Custom Fields: Add custom fields to track client-specific information like client ID, account number, or internal reference codes.

Bulk Import

Save time by importing multiple clients at once from a spreadsheet:

• CSV Format: Prepare your client list in CSV (Comma-Separated Values) format. Most spreadsheet programs like Excel or Google Sheets can export to CSV.
• Download Template: Click "Import CSV" and download our template file to see the required column format. The template includes headers for name, email, phone, company, and tags.
• Column Mapping: During import, you'll map your CSV columns to Infile fields. This allows flexibility if your spreadsheet uses different column names.
• Validation: The system validates email addresses and checks for duplicates before importing. You'll see a preview and can fix any errors before confirming.
• Update Existing: Choose whether to update existing clients or skip duplicates. Useful when you want to refresh client information in bulk.

Client Tags

Organize and categorize clients with tags for easier management:

• Create Tags: Add tags like "Tax Client," "Audit," "Priority," "Q1 2024," or any category that helps you organize. Use colors to make tags visually distinct.
• Multiple Tags: Assign multiple tags to each client. For example, a client could be tagged as both "Tax Client" and "Priority."
• Filter by Tags: Quickly find all clients with a specific tag. Click a tag to see all clients in that category.
• Bulk Requests: Send requests to all clients with a specific tag at once. Perfect for seasonal campaigns or group communications.
• Tag Management: Rename, recolor, or delete tags from the settings page. Changes apply to all clients with that tag.