Parent Client / Sub-Client Relationship
Amanda Aparicio
I manage multiple businesses owned by the same underlying client and need a way to group those FC client accounts under a shared "parent" record. Without this, managing files and projects across related accounts becomes fragmented.
Some examples are:
- File sharing: A bank statement that applies to all three of a client's businesses has to be uploaded separately to each FC account today. With a parent/sub-client structure, a file could be linked once and associated across all related accounts.
- Project visibility: With many projects spread across multiple related accounts, it's easy to miss a statement or task. A parent client view would give firms a single place to see all active work across a client's businesses.
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Subclient
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Kamila Williams
There should be an option to have more clients under the main one. For example, my client is a CPA firm with many clients and their entities. Some clients have 1 entity, while others have as many as 20. I track time per entity and project, but I bill the CPA firm, which isn't possible right now. If I set up projects with the subclient's name, it would work, but then I run into an issue: the main client has to have everyone's contact emails. Maybe it would help to link subclients to the client, or add an option to run an invoice for a group. That way, all the CPA firm's clients would be in one group, and the invoice would be per group, so everything could be billed on one invoice.
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Cassie Pintal
This could also help with billing. I have a client who owns NINE! companies. I would like to only send one bill each month, but connect all 9 sub-clients so that each one can have a MEC and individual company notes, etc.
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Allow nesting of clients or linking of clients for pulling time into invoice
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Ushir Shah
When we do estate returns, we end up making a 2nd client for the estate while the original client is the stub 1040 we need to finish (since the 2 clients are different EINs now). However, the time tracking blends between the 2 clients/projects and when we invoice, sometimes the estate needs to be pay all of it. We can't pull time into the estate invoice that was booked under the original client 1040. Need a way to do that. This happens with business and personal time allocations too. Biz may pay for some of the time on personal and we can't pull it across.