How to Add a Client in Practice Manager

Adding a client in Practice Manager allows you to manage their books, track tasks, and collaborate—all in one place.

Steps to Add a Client

1. Go to the Clients tab from the top navigation bar.
2. Click the orange + Add Client button.
3. Select the type of workspace you want:

• Practice Manager Only

Creates client portals that help streamline communication and manage clients by allowing you to create tasks and store documents. However, it does not include any accounting functionality or setup.

You will be taken directly to Enter Client Details. After completing the form, click Create Client to finish setup.

• Practice Manager + General Ledger

Offers a complete solution by combining client management tools with full accounting functionality, including financial tracking, reporting, and ledger management.

For these workspaces you will see three options:

• Firm Owns Workspace

Your firm manages billing and owns the account

• Create Workspace & Invite Owner

You create the workspace and later transfer ownership

• Invite Business Owner

The client sets up and manages their own account

Select the option that fits your workflow, then click Next.

Enter Client Details

Depending on the option selected:

If you choose Firm Owns Workspace or Create Workspace & Invite Owner, you will need to enter the business details of the client to create the workspace.

• If you choose to be an Invite Business Owner, you will need to enter the business owner details, then click Invite Client.

Once the workspace is created, you will need to select one of the available migration paths. These options allow you to choose how you want to set up and manage the client moving forward, depending on your workflow and whether you plan to use accounting features or only Practice Manager.

Updated on: 17/04/2026