Efficient Client Management allows professionals to get the most from the Unlimited Basic Client feature.  To learn how to get the most out of your client list, click on the links below.  For detailed information and tips on Managing your Clients please watch the "Managing Clients" archived webinar. 

Adding a Client: Learn the three different ways to add a client to your Professional Edition account

Removing a Client: Instructions on how to remove a client from your account

Managing Client Preferences: Learn how to set/edit individual client preferences, including nightly email notifications

Upgrading/Downgrading Client Accounts: Read how to change client account levels between Premium and Basic

Share a Client: Learn how to share a client with other Professional Edition Accounts

Managing your Client List: Learn how to manage your lists of clients, found in the "People" section