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Expert Tax Web - Delete Clients

Updated: Customer Support Agent Edited:

 

  1. Only Administrators will be able to Delete Clients.
  2. 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.

2021-07-12 11_22_25-Expert Tax _ Portal.png (Moderate)

 

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

2021-07-12 11_25_35-Expert Tax _ Portal.png (Moderate)
 

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.
 
2021-07-12 11_34_18-Expert Tax _ CRM.png (Moderate)
2021-07-12 11_35_30-Expert Tax _ CRM.png (Moderate)
 

 

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

 
 
 
 
 
 

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