Client Management

How to Add a Client

How to Edit a Client

How to Add a Contact Relationship

How to Set Up Capital Structure

How to Transfer Shares

How to Execute a Stock Split

How to Record a Share Redemption

How to Add a Client Note

How to Upload Client Files

How to Assign Services to a Client

How to Share Client Access via Magic Link

How to Import Clients from Excel

How to Export Clients to Excel

How to Configure Custom Client Fields