Add clients and their parcels

Bring in clients and find their properties in the county records.

Steps

1. Open Clients and choose New client. Fill in the client's contact details.
2. Add a parcel: pick the county, then search by street address, owner name or account number from the county's records.
3. If the client came with a promotion code, choose it on the same form.
4. On the client's page, choose Invite owner to the Owner Center to email them a sign-in.

More help

• Set up your firmSign up, sign in and invite your team.
• File protests by neighborhoodFile for every client parcel in a neighborhood at once, with the Notice of Protest filled in.
• Keep track of deadlinesSee what is due, and get a daily email of it.
• Prepare hearings and work offlineDownload hearing packs and open them at the hearing with no connection.
• Agents and commissionsGive agents the pages they need and work out what you owe them.
• Split a parcel between co-ownersBill each partner for their own share.
• Give clients a promo codeA percent off your protest fee, or a dollar credit.
• Your logo, email and languagesPut your firm's brand on everything your clients see.

All help topics