Client Types

For workspace admins only

When adding a client, one of the first fields that appears is Client type.

To configure client types, click Settings across the top, and open the Client types tab.

There are several client types included by default, such as LLC, Partnership, etc. You can add new client types if needed, or use the Delete icon to remove any client types you don’t need.

You can also rearrange your list of client types by clicking and dragging them into the order you desire using the three bars to the left of the Client type name. This will be the order your client types will display in the client type dropdowns.

Be sure to click Save all changes when finished.