Module 1 · Lesson 2Build a client type template

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Select a client… ⚙

Home \ Firm Admin

Your Firm

Primary Information

Name *

Your Firm

Firm ID

Z000000000000DEMO1

Firm Client List Customizations

Client ID Label

Descriptor 1 Label

Descriptor 2 Label

Descriptor 3 Label

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Name	Email	Status
Avery Lin	avery.lin@yourfirm.com	Active
Dana Okafor	dana.okafor@yourfirm.com	Active

Edit	User	Role	Account	App	Dates
✎	Avery Lin	Firm Administrator	Firm: Your Firm (All Clients)	NetAsset	Since 3/4/2026

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Name	Depreciation Method	Useful Life	Tax Classification	Status
Airplane				Active
Buildings	Straight Line (Mid Month)	39 Months	NR	Active
Machinery & Equipment	Straight Line	0 Months	PP	Active

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🔍This Firm does not have any Asset Client Type Templates.

Name *

Name must have some value.

Fiscal Year End Month

Active

Description

Segment Labels

Alternate Schedule Labels