Module 1 · Lesson 1
Create a client
Guided
Practice
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Clients
Select a client…
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Firm Admin
Switch Firms
Firm Bulk Actions
Bulk Import History
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Firm Admin
Your Firm
Admin Actions
Edit
Import Data via CSV
New Client
New Firm User
Primary Information
Name
*
Your Firm
Firm ID
Z000000000000DEMO1
Create New Client
Cancel
Create Client
Primary Information
Company Name
*
Company Name must have some value.
Entity Phone
Billing Street
Billing City
Billing State/Province
Billing Zip/Postal Code
Client ID
Asset Client Type Template
No matches found
7216 Consent
Map
Satellite
Map data ©2026
Setup
Asset Settings
SALT Filing States
Primary Setup
Segment 1 Label
Segment 2 Label
Segment 3 Label
Segment 4 Label
Segment 5 Label
Segment 6 Label
Segment 7 Label
Segment 8 Label
Fiscal End Month
*
-- None --
January
February
March
April
May
June
July
August
September
October
November
December
Fiscal End Month must have some value.
Descriptor Setup
Client ID
Primary Setup
Hide Default Asset Types
Alternate Schedule Setup
Filing States
Available
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Selected
New Client
Accounting Firm
Your Firm
Client Actions
Edit
New Client
New Client User
Import Data via CSV
Custom Calendar
Primary Information
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07.30.2026