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Clients

The people and companies you fill forms for, in one list.

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Clients

No clients yet. Save a profile in a guided form, or import a CSV file below.

    Reminders

    How it works

    Sign works out reminders from the forms you made. A W-8BEN ends. An I-9 needs a new check. You can also add your own. Nothing is sent to anyone unless you turn on notifications.

    Import and export

    Import clients from a CSV file

    How it works

    The file is read in this browser. It is not uploaded. A client you import is saved like a profile you save in a form.

    Columns
    kind
    One of: individual, sole_proprietor, entity, business. Required.
    name
    The full name or the company name. Required.
    dba
    The name the client trades under. Optional.
    tin type
    ssn, itin, ein or sin. Needed when there is a TIN.
    tin
    Nine digits. Checked for its type. Optional.
    address line 1
    Street and number. Optional.
    address line 2
    Apartment or suite. Optional.
    city
    Optional.
    state/province
    Optional.
    postal code
    Optional.
    country
    Leave empty for the United States. Optional.
    email
    Optional.
    phone
    Optional.
    tags
    Separate tags with a semicolon. Up to 10. Optional.

    A file can have up to 500 rows and 1 MB.

    Export the client list

    The file has all your clients. The ID numbers are masked: only the last 4 digits show.

    Forms to finish

    How it works

    Pick clients above and one form. The queue makes one draft for each client, filled from the profile. Nothing is made for you: you open each draft, check it, and make the document yourself, one at a time.

    Fits: People and companies in the United States.

    Select clients in the list above first.

    No drafts yet.

    History

    How it works

    A line for each thing done. It holds no names, no ID numbers and no answers. A deleted client shows as “deleted client”.

    No activity in this period.

    Team

    How it works

    A team workspace shares clients, drafts and history with the people you invite. Each person has a role. Clients do not need an account.

    Your profiles

    How it works

    Your own profiles for Form 2848 and Form 8821. They are not clients. Edit them on those form pages.

    No profile of yours is saved.