Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
The problem it solves
When a client rings, nobody should be scrolling a spreadsheet or asking a colleague which system holds the file.
How it works
- Open the client list to see every client in the practice with headline counts.
- Search by name, client reference or TFN, then filter and sort to narrow the list.
- Open the client straight from the result to work on the file.
What your practice gets
- One place to find every client, whatever their entity type.
- See how many clients joined the practice this month at a glance.
- Payment and status badges help you spot who needs attention.
Watch it in the product
A short recording of client list and search in use.
Questions accountants ask
Can I search by tax file number?
Yes. The list searches by client name, the practice client reference and TFN.
Does it show individuals and entities together?
Yes. Individuals, companies, trusts, partnerships and super funds sit in the same client book, and you can filter the list.
Can I sort the list?
Yes. The list can be filtered and sorted so you can work through the clients that matter right now.
Related features
Features that work alongside client list and search.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCreate and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
VideoMerge duplicate clients
Combine two records for the same client into one and keep the related history attached.
Client import and LodgeiT export
Bring a legacy client book in from CSV, and export the list of returns awaiting lodgement in a format LodgeiT can take in.
ATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
Xero Practice Manager client sync
Import, add, update and merge clients with Xero Practice Manager, compare records, sync archiving and repair stale links.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.