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How to import your clients with their client groups

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a year ago

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

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