Clients
Keep the practice's client records, relationships, email and files together, with the same client list used by Workpapers, Sign and Verify.
Source reviewed Product documentation
You open a client's email to answer a question, then need the document they sent last month. Clients puts the record, related people, mail and files on the same client page.
Open BeforeMay Clients and sign in with your BeforeMay account. The list is shared with Workpapers, Sign and Verify. A new client added here appears in that shared directory.
Build the client list
Add a record or import a spreadsheet.
Map relationships
Record the people and entities connected to a client.
Email and files
Read mail from your Outlook and keep the messages and documents worth filing.
Invoices
Raise an invoice against a client and record what happened to it.
The client page has Overview, Relationships, Email, Files and Reports tabs. The firm-wide Files page also shows files held against client records, portal uploads and cases.
For a step-by-step import with example screenshots, use the client import tutorial. Read Outlook setup and file storage and previews for the detailed behaviour.