Ignition

Learn how to use billing filters to show clients under a specific proposal category or a specific billing category!

Your Client List and Filters

The Client Summary tab is where you can view and edit client details, and see a list of all proposals under a single client.

The Client Summary Tab

Editing an Existing Client

Learn how to view and import clients from Xero, QuickBooks, Xero Practice Manager (XPM) or ProConnect.

Viewing and importing clients from your connected apps

Import and edit your clients in bulk by using our import/export CSV file. Learn more about what fields you can change!

Import and edit your clients in bulk

Learn how to archive and restore clients that you have previously added or worked with.

Archiving clients and restoring archived clients

You can use Ignition to easily onboard your ITR clients ensuring smooth processing and guaranteed on-time payment.

How to onboard Individual Tax Return clients

Follow these steps to create a brand new client directly in Ignition.

Create A New Client Directly In Ignition

Gives visibility and detail over any changes to client records with the Client Activity Log.

Client activity log

Brendan Allen

Nicole Baptiste

Pat Kuo

Managing Your Clients

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Find answers and get help from Intercom Support and Community Experts

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