Adding clients
You can create a new client from anywhere in Assure Pro. The most direct path is the Clients page in the sidebar, but Cmd+K → New client works too.
Open the new client dialog
From the sidebar, click Clients, then New client in the top-right.
[Screenshot: New client dialog]
Pick the entity type
| Entity type | When to pick this |
|---|---|
| Individual | One person filing a 1040. Pick this for a married couple filing jointly too. |
| Business | An LLC, partnership, S-corp, or C-corp filing its own return (1065, 1120, 1120S). |
| Trust | A trust or estate filing a 1041. |
| Nonprofit | A tax-exempt organization filing a 990 (or one of its variants). |
The entity type changes which fields appear in the rest of the dialog and which return types the client can be associated with later. See Entity types for the details on each.
Fill in the basics
What’s required depends on entity type:
| What | Individual | Business | Trust | Nonprofit |
|---|---|---|---|---|
| Display name | ”Jordan Smith" | "Acme Tax Group, LLC" | "The Smith Family Trust" | "Acme Foundation” |
| First / last name | Required | — | Required | — |
| SSN | Optional | — | Optional | — |
| EIN | — | Optional | Optional | Optional |
| Date of birth | Optional | — | Optional | — |
| Filing status | Optional (Single, MFJ, MFS, HOH, QW) | — | — | — |
| Phone | Optional | Optional | Optional | Optional |
| Address | Optional | Optional | Optional | Optional |
| Tax year | Defaults to current filing year | Same | Same | Same |
You can leave anything optional blank and fill it in later from the client detail page.
Add the primary contact
Every client needs at least one contact — the person you’ll communicate with. The new client dialog has a single contact section.
| What | What goes here |
|---|---|
| First / last name | The contact’s name. For individuals, this often matches the client’s own name. For businesses, this is whoever you talk to — often the owner or bookkeeper. |
| Needed if you want to send the contact a portal invitation. | |
| Phone | Optional. |
| Contact type | One of: Taxpayer, Spouse, Owner, CFO, Bookkeeper, Office manager, Authorized rep, Dependent. |
The first contact becomes the primary contact automatically — they receive client-facing communications by default. You can add more contacts later. See Contacts for the full list of contact types.
Click Create
Assure Pro creates the client and opens their detail page.
Behind the scenes:
- The client appears in your firm’s client list and in Cmd+K search immediately.
- The first contact you entered is saved as the primary contact.
- An activity entry is logged (“Jane Doe added client Jordan Smith”).
- Any assignments you set in the dialog (preparer, reviewer, signer) are saved.
Common patterns
Adding a married couple
Pick Individual and use the primary filer’s name as the display name. Add the spouse as a second contact with type Spouse and set the filing status to Married Filing Jointly. Assure Pro treats the household as one return.
Adding a business and its owner
Create two clients:
- The business — entity type Business, with the EIN.
- The owner — entity type Individual, with their SSN.
Then link them with an Owner relationship. Assure Pro uses this link for cross-entity views — for example, K-1 flow from the business to the owner’s 1040.
Bulk import
For migrations from TaxDome, Canopy, or Karbon, see Bulk actions — full self-serve import is coming in a later release. For now, contact Assure Pro support to coordinate a spreadsheet import.
SSN, EIN, and spouse SSN are stored securely. They never appear in lists or exports — only on the client detail page, and only to users with the View sensitive client data permission. Plan team permissions before granting access to sensitive fields.
Next
- Entity types — the full requirements for each entity type.
- Contacts — adding more contacts after the primary.
- Portal access — invite the contact to upload documents.