Group Clients
complete
A
Amber Boyd
Please allow for grouping of clients based on family or company relations. This would be so helpful during tax season!!!
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Amanda Aparicio
updated the status to
complete
This is already available via either Client Groups or Client Relationships, in case that's helpful!
Amanda Aparicio
Amber Boyd, we already have this 😁More information at our help article here. Is that what you were looking for?
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Amber Boyd
Amanda Aparicio No, there should be some way to connect profiles based on them being in the same family. Groups isn't really helpful for this.
Amanda Aparicio
Amber Boyd: we also have a client relationships feature! That allows you to actually say "This profile is the father of this other profile" or "This profile is owned by this profile" etc. Let me know if that helps!