How do I add my clients?

Practice Flow enables you to add both Companies and Individuals.

Companies

These are your business clients: limited companies, partnerships, and sole traders. There are 3 ways to add these businesses.

For large numbers of existing clients, the quickest method is to use the import template:

- Go to the Companies tab

- Click the import button to the left of the Add Company button

- Click the Import Template link and download the template

- Populate the the template with your client information

Be sure to complete key service-related fields such as VAT frequency and date of VAT registration to create a VAT task, or payroll frequency and start date to create a payroll task. Adding more information to the import template helps reduce manual setup later. For clients with a company number, Companies House data such as year-end dates will auto-update. Conversely, omitting certain fields, for example, the engagement letter date, will generate an engagement letter task.

- Save the downloaded file and select it using the Choose File button; then click Import

- You can also add company numbers into the text field and Import

- Finally, you can add companies one at a time by clicking the Add Company button.

- Fill in all the client information. The lightning icon indicates the fields that are required to activate Smart Tasks

- Once all the information is entered click Save at the top of the New Company pop-up box

Individuals

Typically, directors or other individuals requiring personal services such as Self-Assessment. Related individual clients can be linked to company clients (for example, where both the director and the Limited company are clients)

- Go to the Individuals tab and click on the import icon to the left of the Add Individual button.

This will allow you to access the individuals_import_template.csv following the same process as for Companies. You can also add individuals one at a time by clicking the Add Individual button.

- You can also add individuals using the Add individual button and entering the information

- Once you have added an individual you can link them to a Company client if required