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Delete Clients

Updated: Customer Support Agent Edited:

October 09, 2023 16:42

Only Administrators will be able to Delete Clients.
When you delete a client, you delete all files created (of all modules).

1. Go to the Portal and search for the Client you wish to Delete.

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2. Once you find the Client, press View Client.

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In the Client Profile, select Options.

This opens a list and you must select Delete Client.
You have to confirm that you want to Delete the selected client.

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If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.

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