Adding clients

Adding a new client to your Tax Professional account is easy, here's how to do it:

1. Go to your main Eziyah Dashboard.
2. Click the 'New Client' Button in the 'Clients' Box in your sidebar which will prompt you with a popup box asking for the client details.
3. Just fill in the client details and click the 'Save' button.
4. Once the client is added, the screen below will appear where you can add client details such as the income and investments.