Creating a New Account
Select +Add New > Account from the left-hand vertical menu, or
Navigate to the Accounts Page, then select +Account.
Fill in all relevant account information.
Select Create Account.
Adding a New Account to an Existing Contact
Navigate to the existing Contact.
Select the Accounts tab.
Click +Account > New Account.
Select the appropriate Relationship Type (describes the contact’s role related to the account).
(Optional) Check Account Owner if the contact requires additional viewing/editing privileges.
Fill in all relevant account information.
Click Add Account.
Creating a New Contact
Click +Add New > Contact from the left-hand vertical menu, or
Navigate to the Contacts Page, then select +Contact.
Fill in all relevant contact information.
Click Create Contact.
To Invite the Contact:
Click the ellipsis (…) in the upper-right corner, then select Send Invite.
Note: Best practice is to associate each Contact with at least one Account and define the appropriate relationship.
Adding a New Contact to an Existing Account
Navigate to the existing Account.
Select the Contacts tab.
Click +Contact > New Contact.
Select the appropriate Relationship Type.
(Optional) Check Account Owner if the contact needs additional viewing/editing privileges.
Fill in all relevant contact information.
Click Create Contact.
To Invite the Contact:
Hover over the contact record and select Send Invite.
The Difference Between Accounts and Contacts
Accounts = Client Profiles
The Accounts page holds all relevant information about a business or individual client, including:
Company name (for businesses) or 1040 name (for individuals)
Contact and demographic details
EINs or SSNs
Taxpayer information
And more
Note: Clients can be businesses (e.g., XYZ Company) or individuals (e.g., James & Sarah Adams).
Contacts = People Associated with the Account
Contacts are the individuals connected to an Account who provide information or documentation related to the services being delivered.
A unique primary email address (required for platform access)
Personal details like email, phone number, and address
A link to their associated Account(s), such as a business or 1040
Note: A Contact can be linked to multiple Accounts but only needs one primary email address.