New client / engagement

Client name (the person or family you deal with)

This groups everything together. Each entity's own registered name is set below.

Have their prior tax return? Upload it — even if you don't know the entity type yet

Requires "Allow AI-assisted prior-return parsing" enabled under Clients → Notification settings. Only visible to owner/CPA roles, since uploading means seeing the unredacted document.

Entity type — check all that apply to this client

Name each entity

Each of these is its own legal entity with its own registered name — e.g. "Smith Consulting Inc" for the S-corp, "Jane Smith" for the personal 1040. Nothing is saved until you click Create.

Who's doing this work?

Applies to every engagement created here. You can reassign later on the engagement itself.

Documents the client has already given you (optional)

Photos, PDFs, scans — or one PDF with several forms in it. They'll be sorted into the checklist as soon as the engagement is created.

New client / engagement

Generated checklists