Create and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
The problem it solves
Clients join, change their details or leave. An out-of-date client book leads to letters going to the wrong address and reminders going to the wrong people.
How it works
- Add a new client with their entity type and contact details.
- Update the record as details change, including whether lodgment reminders apply.
- Remove clients who have left, one at a time or in bulk.
What your practice gets
- A client book that reflects who you actually act for.
- Reminder settings live on the client record.
- Bulk actions for tidying up after a review of the book.
Watch it in the product
A short recording of create and maintain client records in use.
Questions accountants ask
Can I remove several clients at once?
Yes. Bulk delete is available for cleaning up the client book.
Can I turn reminders off for a client?
Yes. Lodgment-reminder settings are kept on each client record.
Which entity types are supported?
Individuals and business entities such as companies, trusts, partnerships and self-managed super funds.
Related features
Features that work alongside create and maintain client records.
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoClient reference codes
Generate and check practice-unique client reference codes so every client gets a consistent code without clashes.
Merge 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.
Client addresses
Keep postal, residential and business addresses separately on each client record.
Client relationships
Record who is related to whom (spouse, director, trustee, beneficiary and more) using relationship types your practice defines.
VideoSee 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.