Adding a Client

Clients are the people you'll be collecting documents from. Each client can have multiple submissions across different tax years or return types.

To add a client:

1. From the dashboard, click Add client
2. Enter the client's full name
3. Enter the email address where they should receive upload notifications
4. Optionally set a default link expiry (the default is 30 days — applies to all magic links you create for this client unless overridden per submission)
5. Click Add client

The client appears in your dashboard list immediately. They can have any number of submissions over time.

Editing a client. Click on the client from the dashboard to open their detail page. Edit their name, email, or settings via the Settings option in the top-right corner.

Deleting a client. Deletion is permanent and removes all associated submissions, magic links, and uploaded documents via cascade deletion. Use with care.