Your chance to weigh in…
As we work on modelling how best to display, search and filter clients and client data I want to better understand how everyone defines what a “client” is in their practice.
How do you define “client”? Select the one(s) that best fits your practice.
- An individual person (taxpayer or authorized person)
- A legal entity (individual, corporation, trust, partnership)
- A connected group of individuals and/or entities (a family, a corporate group)
- All of the above - let me decide when I load the client list
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voters
Are there any applications that you have used or are currently using that get this right (I.E. do a great job of organizing your clients in a way that makes it easy for you to find the client information and all their associated entities)? Let me know in the comments.
Poll closes August 10th 