The Client tab provides a centralized view of all your clients, displaying key information at a glance—including total tax calculated, payments and credits applied, current tax due or refund amount, client status, and the date of last activity. This overview allows you to quickly assess each client's tax situation and engagement level.

From this tab, you can easily add new clients, access individual client portals, view tax summaries, and manage client statuses. The status toggle lets you mark clients as active or inactive, helping you keep your workspace organized and focused. You also have the option to permanently delete clients when necessary.