Client Management
8 articles
- Adding a Schedule C Client
- Unable to Add New ATB
- How to Use a Rollforward
- Clients Screen
- How to Delete or Rename a Binder (ATB)
- How to Archive and Delete a Client
- Create Clients and Add BindersTallyfor is organized in a similar manner to your tax software. Clients are the primary object and are associated with one or many binders. A client can have multiple binders…
- K-1 Ownership LinkingLink a partnership or S-corp binder to its owners — Tallyfor clients or external K-1 owners — and let K-1 amounts flow automatically.