Tags
Tags are labels you stick on clients to slice them however your firm thinks. Unlike entity type (a fixed list of four) or engagement type (tied to return types), tags are whatever you make them — VIP, Quarterly bookkeeping, Apr 15 — confirmed extension, New for 2025.
A client can have any number of tags. The same tag can apply to any number of clients.
How to create a tag
From any inline tag picker — on the client detail page, in the bulk action bar, or in the client list filter — click + New tag.
| What | What goes here |
|---|---|
| Name | The tag text. Keep it short — VIP rather than Very important client deserving special attention. |
| Color | One of 8 swatches. Used on the tag pill in lists and filters. |
| Description | Optional. Shown in tooltips. Useful for non-obvious names like Q4 cleanup. |
Tags are shared across your firm — every user sees the same set.
How to apply a tag
One client at a time
On the client detail page (top of the page or in the Info tab):
- Click + Add tag.
- Start typing — existing tags filter as you type.
- Click an existing tag, or click + Create “your-new-tag” to make a new one inline.
- The tag attaches immediately.
To remove a tag, click the × on the tag pill.
Many clients at once
- From the Clients page, check the boxes for the clients you want to tag.
- Click Add tag in the bulk action bar.
- Pick an existing tag or create a new one.
- Click Apply.
This adds the tag to the selected clients — it doesn’t replace existing tags. To remove a tag in bulk, use the Remove tag option in the bulk action bar (same flow, opposite effect).
How to filter by tag
The Clients list has a Filter dropdown at the top. Pick Tags, then select one or more. The list narrows to clients with any of the picked tags (OR — not AND).
Each tag also has an Add to Cmd+K search option from the tag picker, so you can jump straight to clients by tag from anywhere.
Renaming or deleting tags
In Settings, open Tags to see every tag your firm uses with a count of how many clients each is applied to.
- Rename — changes the tag everywhere it’s used.
- Recolor — changes the swatch.
- Delete — removes the tag from every client. The clients themselves aren’t affected.
Renaming is preferred when in doubt — deleting can’t be undone.
Deleting a tag that’s used by a saved filter or a Cmd+K search shortcut leaves stale references. Assure Pro flags them under Settings → Tags and offers to clean them up.
Tag conventions worth borrowing
Different firms use tags differently, but a few patterns are widely useful:
| Style | Examples | When to use |
|---|---|---|
| Service-level | 1040, 1120S, Quarterly bookkeeping, Advisory | Slicing by service line |
| Season status | Apr 15 — confirmed extension, Filed Q1, Awaiting docs | Snapshots that change every season |
| Source | Referred — partner X, Inbound — webinar, Migrated — TaxDome | Lead source for retention analysis |
| Risk / care level | VIP, Audit risk, Reviewing K-1, Trust complex | Internal flags |
| Per-preparer queue | Jane queue, Marcus queue | A light-touch alternative to formal preparer assignment |
What tags don’t do
- They don’t grant permissions. Don’t use a tag like
Restricted — partners onlyas an access control — use team permissions instead. - They don’t affect billing or workflow. Tags are pure organization.
- They don’t sync to engagements or documents. A tag on a client doesn’t appear on the client’s documents or engagements.
Permissions
Anyone with the Edit clients permission can create, rename, or delete tags, and can apply or remove them on any client they can see.
Next
- Bulk actions — tagging many clients at once.
- Search and Cmd+K — finding tagged clients fast.
- Settings → Tags — firm-wide tag management.