To view your list of clients sign in to the home page and then click the Clients option, pictured below.
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From here you will see a full list of clients you and your team manage, pictured below.
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View more details on a client by clicking on the red expansion arrow to the right of the client name.​

The Settings button allows you to choose which details you want to be displayed at all times in the clients list. Click on Settings to choose from the available options.
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You can choose between Account name, State, Scheme start date, Legal Structure and PAYE reference as shown below.
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Click on Save and the selected options will be visible in the list.
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You can use the Sort button in the menu bar to change the order you view your list of clients in. Click on the Sort button to see a list of options.
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Make your selections and click on Save.
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Clients can be filtered by clicking on the Filter button in the menu bar at the top of the list.
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This then provides you with a list of filter options that you can select, and then refine further.
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Once you have applied the filters they will appear at the top of the clients list and can be easily turned off by clicking in the X in the top right of each filter description. In the example below the filter applied is "Name".
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