Clients and Practice Manager

Practice Manager is your client list. Search by name, UTR or company number, or choose Active clients, Prospective or Archived to open a list. From a list you can select clients to Archive or Restore them, or Export CSV.

Adding a client

1. 1Choose New client.
2. 2Choose Limited company and search Companies House, or Individual or other and enter their name and type.
3. 3Choose services: tick the services you'll provide. Services decide which trackers the client appears on, what goes into their engagement letter and their fee schedule. Add Fees if you want them in the letter, and choose who looks after them.
4. 4Contact details: enter their First name, Last name and Email. The email becomes their portal sign-in.
5. 5Review, then Launch client. The client is created as a prospect with an onboarding checklist in Tasks.
6. 6Check the portal invitation, then choose Send invitation, or Copy link instead to send it yourself.

The client moves from prospective to active automatically once they've signed their engagement letter and their AML check is complete. For a quick record without the guided steps, use Quick add.

The client record

• Tabs along the top hold the details: Overview, Practice, Statutory & Banking, Contacts, Commercials (services and quotes), Onboarding & AML and Technical & Tax, then Self Assessment, Documents, Audit log, Engagement, Emails and AML.
• Tick Show empty fields to fill in fields that are blank. When you change something, choose Save changes.
• Buttons at the top: Onboarding email, Email (a one-off message), View as client (see their portal as they do), Sync Companies House and Archive.
• Documents: Upload a document, and choose whether to Share with client and whether it Needs signature.
• Audit log shows who changed what, and when.

Archiving

Archive takes a client off every tracker and deadline list, stops their portal sign-in and stops them counting toward your plan's client limit. You can Restore them at any time from Practice Manager.

Shared resources in Practice Manager keeps practice logins and links in one place. Passwords stay hidden until someone chooses Reveal.