What information does a client record hold?

When you click on a client, a side panel opens showing client data. This can be broadly split into two main sections. For companies, the first section shows information related to the client such as internal reference, date of incorporation, year-end date, account manager, registered and postal addresses, primary contact details and linked individuals/companies.

Below that is a second section containing information specific to each service. Look out for the lightning symbols on the right-hand side which show the minimum information required against each of these services to generate smart tasks. For companies these sections are accounts, confirmation statement, tax return, VAT, payroll, CIS and bookkeeping.

For individuals the right-side panel is significantly shorter. As before, there is a general details section related to the individual such as name, email, address, internal reference number, account and service manager, engagement letter date, AML date and linked companies. Below that is the tax return section where you can record information such as trading start date and whether a tax return is required.

You can edit fields directly in this panel. Click the tick next to any of the amended data to save the changes. Once the minimum information has been added, Smart Tasks will be triggered automatically.