New customer

Add a customer

Each customer has one Client Portal login and can own multiple businesses.

Customer basics

Name and email are required. The email becomes their Client Portal login — use a real address they check.

First name *

Last name *

Email *

This is their portal login — must be unique within your firm.

Phone (optional)

Digits only, 7–15 characters. No spaces or symbols.

Time zone (optional)

Internal notes (optional)

Visible to your firm's team only. The customer never sees these.

New customer

Add a customer

Each customer has one Client Portal login and can own multiple businesses.

Customer basics

Name and email are required. The email becomes their Client Portal login — use a real address they check.

First name *

Last name *

Email *

This is their portal login — must be unique within your firm.

Phone (optional)

Digits only, 7–15 characters. No spaces or symbols.

Time zone (optional)

Internal notes (optional)

Visible to your firm's team only. The customer never sees these.

New customer

Add a customer

Each customer has one Client Portal login and can own multiple businesses.

Customer basics

Name and email are required. The email becomes their Client Portal login — use a real address they check.

First name *

Last name *

Last name is required

Email *

Please enter a valid email address

This is their portal login — must be unique within your firm.

Phone (optional)

Digits only, 7–15 characters. No spaces or symbols.

Time zone (optional)

Internal notes (optional)

Visible to your firm's team only. The customer never sees these.

Time zone (optional)

America/Los_Angeles (PT)

America/Denver (MT)

America/Phoenix (MST)

America/Chicago (CT)

America/New_York (ET)

UTC