Merge duplicate clients
Combine two records for the same client into one and keep the related history attached.
The problem it solves
Imports and syncs from other systems can create the same client twice, which splits notes, documents and billing across two records.
How it works
- Pick the two records that belong to the same client.
- Choose the record to keep.
- Merge them: related information is moved onto the record you kept.
What your practice gets
- Clean up duplicates without losing client history.
- One record per client for the whole team.
- Useful after importing from another practice system.
Questions accountants ask
Is history lost when I merge?
No. Related information is re-pointed to the record you keep.
Why do duplicates happen?
Typically after importing a client list or syncing from another system that spelled a name differently.
Who can merge clients?
Users your practice permits to manage client records.
Related features
Features that work alongside merge duplicate clients.
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.
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.
VideoContact and email preferences
Record each contact's email opt-in and preferred channels, with unsubscribe links that respect their choice.
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.