The Clients page is where you manage everyone you work with — both individual tax clients and the businesses you handle Schedule C bookkeeping for. They live in a single, unified list so you can search, filter, and act on either type from one place.
The client list
When you open the Clients page you’ll see a table with these columns:
- Type — Personal (an individual tax client) or Business (a bookkeeping business). Personal clients that have a linked spouse show a Has spouse badge; SimpleC bookkeeping entities show a SimpleC badge.
- Office — which office the client is assigned to.
- Client — the name (clickable, links to the client’s profile), email, and phone numbers.
- Address — full mailing address.
- Banks — for businesses, a link to open that business’s bank accounts; for individuals, blank (banks belong to businesses, not to people).
- Active — a toggle to mark the client active or inactive.
You can sort by Type, Office, Client, and Address — click a column header to toggle ascending/descending. The list is paginated (15 per page) and updates inline as you search, filter, sort, or change pages.
Searching and filtering
Above the list you can:
- Search — find a client by name, email, or phone.
- Office — filter by office assignment (shows the offices you have access to).
- Status — All statuses, Active, Inactive, or Tax Client (the Tax Client option only appears for BMS Employees).
- Type — filter by Clients (individuals) or Business (businesses), or All types.
Adding a new client
- Click Add New Client (the green button above the table).
- Choose Create New Business Client — this sets up a business with owners and bank accounts for bookkeeping services (the Schedule C flow). You’ll step through:
- Business info — Business Name, EIN, NAICS code, Start Date, business address, office, email, phone, and who referred them.
- Owners — add one or more owners (these are the individuals the business belongs to). You can pick an existing client or create a new one inline.
- Bank accounts — add the bank accounts the business uses.
- Completion — review and save.
Phone numbers are automatically normalized to (XXX) XXX-XXXX format.
The client profile
Click a client’s name in the list to open their profile — a single, unified show page. From there you can:
- See the header — name, contact details, and address, with an Edit Client button.
- Spouse section — view or jump to the linked spouse.
- Related Businesses section — the businesses this client owns, with links to each business’s profile and a quick Add New Business action.
- Vehicles section — vehicles linked to the client.
- Reports section — jump to the client’s reports.
- Comments — leave internal notes on the client (only the comment’s author can delete their own comments).
Click Edit Client to update any of the client’s information through the same step-based flow used to create them.
Activating or deactivating a client
Use the Active toggle on the row to mark a client as inactive without deleting them. This is the right move when you stop working with a client but want to keep their historical records intact for reports and audits. Toggling the status updates instantly via a quick call to the server.
Deleting a client
A client’s profile has a Delete Client button in the Danger Zone at the bottom of the page. Deletion is a soft-delete — the record is moved to the trash and can be restored.
Simple-C will block the deletion (and disable the button) if the client has any of the following still attached:
- Files
- Invoices
- A linked Spouse
- Banks
- Vehicles
You’ll need to clean those up first. When the button is disabled, hover over it to see why deletion is blocked, such as attached files, invoices, a linked spouse, banks, or vehicles.
Deleted clients live in the Trash — you can open the trash from the clients list and Restore a client from there if you change your mind.
Client types at a glance
- Individuals (Personal / Tax clients) — personal tax filings, W-2 income, individual deductions, spouse linking. They do not carry bank accounts directly — banks belong to the businesses they own.
- Businesses (Business clients) — Schedule C bookkeeping with EIN/NAICS information, owners, bank accounts, vehicles, and the full reports/entry workflow. Use the business’s profile to manage its banks.
Permissions at a glance
Who can do what on the Clients page depends on your role:
| Action | Who can do it |
|---|---|
| View / search the list | admin, manager, preparer, adminsimplec, simplec |
| Create / edit / comment / soft-delete | admin, manager, preparer, adminsimplec, simplec |
| Restore from trash | admin, manager, adminsimplec, simplec |
| Destroy (permanent delete) | admin, adminsimplec |
Office access is enforced throughout: users only see clients in the offices they have access to.