Deleting a Client


By Mary Cooper

updated 10 days ago

Sometimes, you might need to delete a client that had been created for test purposes or that no longer has anything to do with your firm. 

If you plan to delete a client, you should keep in mind that it is impossible to undo this action. Once the client's account has been deleted, all files and data associated with that client are also irreversibly deleted. It is not possible to recover them.

To delete a client:

1. Go to Clients, then click the client's name from the list. You can also instantly search for clients from the Sidebar on any page by entering their name.

2. Navigate to the Info tab, then click on the Delete button, then confirm the action by typing DELETE in the Delete Client pop-up. Please note that you should type it in all caps.

3. Click the YES, DELETE button.

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