Clients
Manage your client households and access their tax workspaces.
All Clients
5| Client Name | Type | Active Cases | Status (2025) |
|---|---|---|---|
Smith FamilyJohn & Emily Smith | family | 2 | Needs Review |
Smith LLCJohn Smith | entity | 1 | In Progress |
Li WeiLi Wei | individual | 1 | Intake |
Sarah ConnorSarah Connor | individual | 1 | Needs Review |
Ross GellerRoss Geller | individual | 1 | Ready to File |