Bulk Client Management 

Bulk editing allows you to update multiple clients simultaneously, including setting your MTD qualifying year to help with client segmentation. This action can be done from the Client List and Prospects page.

Please note, only admins/owners, users with full permission and users with ‘Hide Client Bulk Edit’ toggle disabled in Settings ( > Staff > Edit Details and Permissions) can do bulk client edit.


Step 1: Select Clients

1. Go to the Client List page
2. Check the boxes next to clients you want to update 
   • Use the header checkbox to select all visible clients

3. Click the Bulk Actions button and edit

    

Step 2: Update Client Details

On the bulk edit page, you can update:
 

Client Details

• Client Partner - Select from staff dropdown
• Client Manager - Select from staff dropdown
• MTD Qualifying Year - Select 2026/27, 2027/28, or 2028/29 
  • This field only appears if you've selected at least one UK Self-Assessment client

Services

• Toggle services ON/OFF for all selected clients
• Apply Fee Structure - Apply predefined fee structures
• Service options shown are relevant to selected client types

Task Assignees

• Staff Tasks - Assign default task preparers/filers
• Staff Task Monitor - Assign task monitors

Note: 

1. All dropdowns show "No change" by default. Only modified fields will be updated.
2. Tasks will only be assigned to the respective staff if the client has the respective service enabled.

Step 3: Preview Changes

1. Click Preview button (enabled once you make at least one change)
2. Review the changes page showing: 
   • Fields to be updated
   • New values
3. Click Back to make adjustments, or Apply Changes to proceed

Step 4: Review Results

The results page shows:

• Fields to be updated
• Success – Number of clients fully or partially updated
• Not Applicable - Updates didn't apply to this client

You can then:

• Return to the client list