The Client (Filer) Management module includes all of the tools necessary for Adding, Editing, Deleting, Copying, Printing, Importing and Exporting client records. There is no limit to the number of clients you can enter into Account Ability.

What is a client?
Depending upon the type of returns to be filed, a client can be a Payer (1099-MISC, 1099-DIV, 1099-INT, 1099-OID, 1099-PATR, 1099-B, 1099-G, 1099-Q, 1099-R, 1099-LTC, W-2G), a Lender (1099-A, 1098, 1098-E), a Creditor (1099-C), a Filer (1099-S, 1098-T), a Trustee (5498, 5498-SA, 5498-ESA, 1099-SA), a Corporation (1099-CAP), a Provider (1099-H), a Donee (1098-C), or, an Employer (W-2, W-2C). To avoid this ambiguity, Account Ability regards all filers as clients and uses the terms client and filer synonymously.

If you are a single practitioner, your company will probably be the only client listed (that is, you are your own client). Otherwise, Account Ability places no limit on the number of clients one can enter.

When many clients are recorded, locating a client is rather easy. Depending upon the ordering you choose (ordering by Name is illustrated above), Account Ability incrementally locates a filer with each character typed.