Creatig Clients

To get started with processing bank statements in Tax-Time-Saver (TTS), you first need to create client profiles. Follow the steps below:

1. Access the Clients Tab:

   • Click on the "Clients" tab in the main menu.

2. Add Clients:

   • Create as many clients as you need by selecting the "Add Client" button and filling in the required details for each client.

3. Select a Client:

   • Hover your cursor over the client for whom you want to process bank statements.
   • Click the "Bank Statements" button.

4. Navigating to the Bank Statements Tab:

   • You will be redirected to the "Bank Statements" tab with a pre-applied filter for the selected client. This means you will only see the bank statements associated with that client.

5. Ready to Upload:

   • You are now ready to upload bank statements for the selected client.
   • To proceed, refer to the article "Uploading Bank Statements" for detailed instructions.
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By following these steps, you ensure a streamlined workflow, keeping your clients' data organized and easily accessible. Happy processing!