Creating a client

1. In the left navigation pane, click Client Management. The Client Management tab opens.

2. In the left-hand column, click Clients. The Clients spreadsheet opens.

3. On the Action Shortcuts tool bar, click New and select Individual or Institutional. The general area in the Client Profile will open. Enter general client information here. All blue fields are required.

4. Click Save. The client information is saved and five additional profile areas are added.

5. Enter pertinent data including contact information, financial data, and tax details in the tabs.

6. Click Save + Close to save your client and return to your client list.

Note: Clients can be defined as either Individual or Institutional. The data points associated with each type vary accordingly. For example, institutional clients have Tax IDs and Date of Incorporation associated with them, while individual clients are associated with Social Security Numbers and Birth Dates.

For institutional clients, if you want a name to appear on reports that differs from the name in the Institution Name field, enter it in the Institution Report Name field.