Find clients and assign responsible colleagues

Find a client

Open the firm-level client list. Search by business name or a contact’s name or email. If an expected business is missing, check the scope for your clients and the needs-attention filter.

Switch to all clients to include businesses outside your assignments. The filing column shows the relevant filing status; open the client or filing for its full context.

Set responsible colleagues

Open the responsible-person control beside the client. Click a colleague’s name to include them or remove their assignment. Use the star to choose the primary accountant.

Each click saves immediately. Wait for the change to finish before continuing. When you give another colleague the star, the previous primary accountant remains as an additional assignee.

Check the displayed names afterwards. Assignments help determine which clients appear in your own scope; they do not replace management of firm members and their roles.