Add a client by hand
Create a client record so its registrations, tasks and deadlines are worked out for you.
Each client is one record per company. The dates you enter on it drive every corporate tax and VAT deadline, so it is worth filling the key facts carefully.
- Use the new client button in the top bar, or open Clients and add a client.
- Enter the client name. This is the only required field.
- Tick the services you provide: corporate tax, VAT and accounting.
- Add the financial year end, incorporation date and licence issue date.
- For VAT clients, add the VAT cycle (monthly or quarterly) and a period end.
- Choose who handles the client and, if different, the account manager.
- Save.
Dates can be typed day first, such as 31/12/2025. A date that cannot exist is refused rather than guessed.
Tip: Only managers and above can assign or reassign the people on a client. An accountant can edit the client but the team stays as it was.
Plan limits
Startup holds up to 50 active clients and Solo up to 200. Practice and Firm have no client limit. Archiving a client you no longer act for frees its slot.