Where to find it: Clients

The directory of everyone you support — companies, sole traders, trusts and SMSFs — with their contacts and jobs.

Clients is your master list of the organisations and people you act for, each tagged with an entity type.

Where to find it

Sidebar → Clients → Clients.

What you can do here

Search and filter by name, entity type or trading status.
Open a client to see their contacts, tickets, documents and billing.
+ New client to add one, choosing its entity type (Company, Individual, Trust, SMSF and more).

For details, see Adding clients and contacts.