Clients overview

A client in Assure Pro is one taxpayer or one business your firm does work for. Every document, engagement, message, and invoice attaches to a client — they’re the anchor for everything else.

Where to find clients

From the sidebar, click Clients to see your full list. Click any client name to open their detail page.

What every client has

What you see	What it means
Display name	What appears in lists, search, and the pipeline. “Jordan Smith” for an individual, “Acme Tax Group, PLLC” for a business.
Entity type	Individual, Business, Trust, or Nonprofit. Drives which fields appear and which return types apply.
Status	Active, Inactive, or Prospect. New clients start as Active.
Tax year	The primary year Assure Pro tracks for this client (defaults to the current filing year).
Assignments	Who’s on the file — preparer, reviewer, signer, and a general assignee.
Tax IDs	SSN for individuals and trusts, EIN for businesses, nonprofits, and trusts. Stored securely.
Filing status	Single, Married Filing Jointly, Married Filing Separately, Head of Household, or Qualifying Widow(er) — individuals only.
Contact details	Address, phone, date of birth.
Spouse details	Spouse name, DOB, SSN for MFJ filers.
Tags	Your firm’s custom labels.
Custom fields	Any fields your firm has added on top of the standard set.

What’s attached to a client

Each client can have:

Contacts — the people you correspond with (the client, a spouse, a bookkeeper, an attorney).
Engagements — pieces of work, usually one per return per year.
Documents — everything uploaded for this client.
Conversations — message threads across email, SMS, and the portal.
Invoices — billing records.
Notes — internal-only annotations.
Activity — a running log of everything that happens.
Relationships — links to other clients (spouse, business owner, parent company).

The daily client workflow

For most firms, the routine looks like this:

Add a client when a new engagement signs. See Adding clients.
Invite the contact to the portal for uploads and e-sign. See Portal access.
Assign a preparer so the client shows up on someone’s queue. See Assignments.
Send intake to start collecting documents. See Intake.

Everything else — tags, custom fields, relationships, notes, bulk actions — becomes more useful as the firm grows.

What this section covers

Page	What it answers
Adding clients	”How do I create a new client?”
Entity types	”Should this be Individual, Business, Trust, or Nonprofit?”
Contacts	”How do I add a spouse, bookkeeper, or attorney?”
Portal access	”How do I invite a contact to the client portal?”
Assignments	”What does each role — preparer, reviewer, signer, assignee — do?”
Tags	”How do I tag a client and filter by tag?”
Custom fields	”How do I add firm-specific fields to a client?”
Notes	”Where do I leave a private note about a client?”
Relationships	”How do I link a married couple, or a business and its owner?”
The client detail page	”What’s on every tab of the client detail view?”
Search and Cmd+K	”How do I find a client fast?”
Bulk actions	”How do I act on many clients at once?”
Archiving	”How do I retire an old client without losing the history?”