The Clients page is where you manage everyone you work with — both individual taxpayers and the businesses you handle Schedule C bookkeeping for.

The client list

When you open the Clients page, you’ll see a table with these columns:

  • Type — Personal or Business
  • Office — which office the client is assigned to
  • Client — name, email, phone
  • Address — full mailing address
  • Banks — for businesses, the bank accounts linked to that client
  • Active — a status toggle to mark the client as active or inactive
  • Actions — Edit and Delete buttons

Searching and filtering

Above the list you can:

  • Search — find a client by name, email, or phone
  • Office — filter by office assignment
  • Status — show Active, Inactive, or Tax Client only
  • Type — filter by Personal or Business (visible to Super Administrators and BMS Employees)
  • Company — filter by company (visible to Super Administrators only)

Adding a new client

  1. Click Add New Client
  2. Pick the client type:
    • Individual — for personal tax filings
    • Business — for Schedule C and other business filings
  3. Fill in the client information.

For an individual

  • First Name, Middle Name, Last Name
  • Email
  • Phone Mobile (required) and Phone (optional)
  • Address and Address 2
  • City, State, Zipcode
  • Office — which office is responsible for this client
  • Spouse — link to another client when applicable
  • Referred by — who referred this client (optional)
  • Services — a checklist of the services this client gets from your firm

For a business

In addition to the personal fields above, businesses require:

  • Business Name
  • Business Owner
  • EIN
  • NAICS code
  • Start Date

When you save, Simple-C creates the client record and links it to the office and services you selected.

Editing a client

Click a client’s name to open their profile. From the profile you can update their information and access related sections such as Spouse, Business, Vehicles, and Reports linked to that client.

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.

Deleting a client

Click the delete button on the row to remove a client. Simple-C will ask you to confirm, and it will block the deletion if the client has associated files or invoices that would be orphaned — you’ll need to clean those up first.

Client types at a glance

  • Individuals — personal tax filings, W-2 income, individual deductions
  • Businesses — business expenses, 1099 income, Schedule C reporting, plus the EIN/NAICS information you’ll need at tax time