The client detail page

The detail page is where you spend most of your time on any single client. It opens when you click a client name anywhere — the Clients list, search results, the pipeline, or a notification.

The page has two parts:

• A header at the top with the client name, status badge, contacts, and a Quick actions menu.
• A tab strip below with 8 tabs (plus a 9th if your firm uses the credential vault).

[Screenshot: Client detail page]

How to use the header

The header sticks to the top of the page as you scroll, so Quick actions are always one click away.

How the tabs work

Tabs appear in this order:

1. Overview — at-a-glance dashboard for the client.
2. Info — the full editable record.
3. Documents — the client’s document library.
4. Communications — every conversation tied to this client.
5. Engagements — every engagement, past and present.
6. Intake — active and historical intakes.
7. Billing — invoices, payments, and time entries.
8. E-sign — signing packages.
9. Credentials (only if your firm uses the vault and you have access) — secure credentials for this client.

Tabs with unread updates show a dot next to the tab name. The dot clears when you open the tab.

Reading the Overview tab

The client’s snapshot. Sections shown:

This is the right starting view for anyone returning to a client mid-engagement.

Editing details on the Info tab

The Info tab is the detail-editing view. Sections:

• Entity details — display name, entity type, SSN/EIN, DOB, filing status, address, phone. Each row is inline-editable.
• Tags — apply or remove tags. See Tags.
• Custom fields — any custom fields defined for this entity type.
• Assignments — preparer, reviewer, signer, and the general assignee. See Assignments.
• Notes — the full notes list. Click a note to edit, or click + Add note to create a new one. See Notes.
• Related entities — links to other clients. See Relationships.

SSN, EIN, and spouse SSN appear masked by default — ***-**-1234. Click the eye icon to reveal (visible only to users with the View sensitive client data permission).

Working with the Documents tab

A folder-tree view of the client’s document library.

• The left sidebar is the folder tree. Folders where the AI has recently filed a document highlight green.
• The right pane shows documents in the selected folder.
• Click + Upload (top-right) to open a file picker. Drag-and-drop into the page also works.
• Each row shows the document type pill, AI confidence, filename, who uploaded it, the date, and a three-dot menu.
• To see trashed documents, click … → View trash in the folder header.

See Documents for the full document workflow.

Reviewing communications

A threaded view of every email, SMS, portal message, and call note tied to this client.

• Conversations group by thread — replies stack inside the same conversation.
• The top filter strip toggles between All channels, Email, SMS, Portal, and Calls.
• Each conversation shows participants, the channel icon, a last message preview, and an unread badge.
• Click a conversation to open the thread reader.
• Click + New conversation to open a compose dialog. Assure Pro pre-fills the recipient from the client’s primary contact.

See Communications for the compose flow, AI drafts, and reminders.

Working with engagements

Cards for every engagement — past, present, and archived.

• Each card shows return type, tax year, pipeline stage, due date, preparer, and last activity.
• Click Create engagement (top-right) to open the new engagement dialog.
• Click a card to open the engagement detail page.
• Archived engagements are hidden by default. Toggle Show archived to see them.

See Engagements.

Tracking intakes

Every intake sent to the client, with status and progress.

• Each intake card shows the associated engagement, the sent date, link status, document checklist progress (for example, “8 of 12 documents matched”), and a Resend intake button.
• Click a card to see per-document detail — what’s matched, what’s outstanding, when the last reminder went out.
• Click + Send new intake to open the intake send dialog.

Reviewing billing

Three sub-sections:

Click + New invoice to compose an invoice from the service catalog. Click + Log time to add a time entry. See Billing.

Managing e-sign packages

Signing packages tied to this client.

• Each row shows package name, recipients, status (Draft, Sent, In progress, Signed, Expired), and creation date.
• Click a row to see per-recipient status, the signed PDF, and the audit trail.
• Click + New package to open the package composer.

Using the Credentials tab

Visible only if your firm uses the credential vault and your permissions allow it.

Lists client-specific credentials — Drake password, IRS portal login, e-filing PIN. Each row is masked; click to reveal (each reveal is logged). See Credential vault.

Keyboard shortcuts

See Keyboard shortcuts for the full list.

Next

• Search and Cmd+K — getting back to a detail page fast.
• Bulk actions — acting on many clients at once instead.
• Engagements — what each card on the Engagements tab represents.