Adding & Organizing Clients
Import, organize, and manage all your clients
Add clients individually or import in bulk from CSV, QuickBooks, or Xero. Organize with tags, categories, and custom fields.
Adding Clients
Go to Clients → Add New Client and enter basic information: name, email, phone, client type, and assigned team members.
Bulk Import
Import unlimited clients from CSV files or directly from connected QuickBooks/Xero accounts. Automatic deduplication prevents duplicates.
Organizing Clients
Use tags (tax, bookkeeping, advisory), categories, custom fields, and search filters to organize and find clients quickly.
Start Organizing Your Clients
See how TuskCPA helps you manage hundreds of clients efficiently.
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