Search and Cmd+K

You’ll search for clients more than anything else in Assure Pro. There are three ways: the search box at the top of the Clients list, the filter dropdowns, and the global Cmd+K palette.

Searching from the Clients page

At the top of Clients, type any of:

Part of a client’s name — smith matches “Jordan Smith” and “Smith Family Trust”.
A primary contact’s name — jordan finds the Smith client.
A contact email — jordan@yopmail.com matches the client whose contact has that email.
The last 4 of a tax ID — 1234 matches clients ending in those digits. The full ID is never searchable.
A tag name — typing a tag name filters to clients with that tag.

Results update as you type. Press Enter to focus the first result, use arrow keys to navigate, and press Enter again to open.

The search is fuzzy — jrdan still finds Jordan, and tax fmly trst finds “Tax Family Trust”.

Filtering the list

Above the table, three filter pickers combine:

Status — Active, Inactive, Prospect. Multiple OK.
Entity type — Individual, Business, Trust, Nonprofit. Multiple OK.
Tags — any number of tags. Matches clients with ANY of the selected tags (OR).

Click Filter for advanced filters:

Assigned to — preparer, reviewer, signer, or general assignee filtered by user.
Filing status — Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Widow(er).
Tax year — exact match or range.
Custom fields — every custom field your firm has defined.

Filters narrow the table. Active filters appear as dismissible chips above the table — click the × to remove just that filter.

Choosing columns and sort

Click Columns (top-right of the table) to choose which columns show. Click any column header to sort by that column; click again to reverse.

The default columns are: Display name, Entity type, Status, Assigned to, Tags, Last activity. The full set adds: tax year, primary contact email, primary contact phone, and any custom fields.

Your column choices and sort preference are saved per user.

Using the Cmd+K palette

Press Cmd+K (Mac) or Ctrl+K (Windows) anywhere in Assure Pro to open the command palette.

[Screenshot: Cmd+K palette]

What you can do from the palette:

Type…	…to do
A client name	Jump to that client’s detail page
A contact name or email	Jump to the client that contact belongs to
An engagement keyword (“2025 1040 jordan”)	Jump straight to the engagement
Add client	Open the new client dialog
Add engagement	Open the new engagement dialog (pick the client inside)
Send intake	Open the intake send flow
Send invoice	Open the invoice composer
Add note	Add a note (pick the client)
Toggle theme	Switch light or dark
Sign out	End your session
Go to: …	Navigate to any top-level section (Clients, Workflow, Billing, Settings)

The palette is context-aware:

On a client detail page, the palette adds client-specific commands at the top — for example, “Send intake to Jordan Smith” or “Add note to Jordan Smith”.
On the pipeline view, you get “Move card to next stage” and “Filter to my work”.
On the documents tab, you get “Upload document” and “Move document”.

Press Escape to close. Press Tab to cycle hint groups (clients, contacts, commands, sections).

Bookmarking searches

Most useful filter combinations don’t need to be re-typed. Save them:

Apply your filters.
Click Save view (top-right, next to Columns).
Name it — for example, “Q1 individuals waiting on docs”, “S-corps with extension filed”, or “Marcus’s open prep work”.
The saved view appears in the sidebar below Clients.

Saved views are per-user. They include filter state, column visibility, and sort order.

Right-click on a client row

Right-click (or ⌥-click on Mac) any row in the table for a quick context menu:

Open in new tab
Send intake
Add note
Send message
Archive (with confirmation)

Searching the whole firm

Cmd+K searches more than clients. It also finds:

Contacts (by name or email)
Engagements (by description, return type, tax year)
Documents (by filename — content search is a future feature)
Invoices (by invoice number)
Conversations (by subject line)
Settings pages (by section name)

Results group by type. Use a type prefix to narrow: client:smith, contact:jordan, engagement:1120s, invoice:INV-, setting:branding.

Performance

Searches feel instant on firms up to roughly 5,000 clients. The Clients table loads the full list quickly at that scale too. For firms with 10,000+ clients, the table pages results behind the scenes (no perceptible lag), and the Cmd+K palette switches to server-side ranking instead of pre-loading the full set.

Bulk actions — once you’ve found the clients, what you can do to them.
The client detail page — what opens when you click through.
Keyboard shortcuts — full keyboard surface.