When creating a new Client in Basil, you are first prompted to enter the Client Name and select a Client Type. These types include an Individual, Business Owner, and Corporation. You can decide which type works best for you given the type of work you are doing for the Client. Once created, these Clients are shown on your ‘My Clients’ page of the 'Files' tab. The Client will have access to the ‘External’ folder of the Workspace you invite them to. Information describing each Client type can be found below.
Individual
This type of Client is used when you are working with a single person (and/or their family) and they do not own any businesses of their own. Work and documents for these types of Clients typically include items of a more personal nature including personal taxes, retirement funds, college funds, and trusts.
Individual
Once created, Individuals are shown on your ‘My Clients’ page and documents can be uploaded to any of their Workspace's Internal and/or External folders. The Client will have access to the ‘External’ folder located in each of the Workspaces they're invited to.
Business Owner
This type of Client is used when the person you are working with is the direct owner of one or more businesses and the work you are doing for them relates to these businesses.
Business Owner
Once created, Business Owners are shown on your ‘My Clients’ page and documents can be uploaded to any of their Workspace's Internal and/or External folders. The Client will have access to the ‘External’ folder located in each of the Workspaces they’re invited to.
Corporations
This type of Client is used when working with an incorporated business such as an LLC that owns multiple subsidiaries.
Corporation
Once created, Corporations are shown on your ‘My Clients’ page and documents can be uploaded to any of their Workspace's Internal and/or External folders. The Client will have access to the ‘External’ folder located in each of the Workspaces they’re invited to.
Please note: if at any time you need to change the type of Client you have created because your work for them has changed, you can do so by clicking on the three-dot menu of the Client on the ‘My Clients’ page and clicking ‘Edit’.