Client groups are highly recommended as they organize your client base and have several benefits in Financial Cents.
You can filter your client database by client groups
You can filter your workflow by a client group
You can create work or projects for an entire client group
See how these features work in this video.
Here are a few examples of client groups.
Bookkeeping Clients
Tax Clients
Payroll Clients
Leads/ Prospects
Year-End Clients by Month
QuickBooks Online Clients
Xero Clients
Group by Firm Package Type
How to import your clients with their client groups