Client setup

Edit Client

Enter static profile and account structure once — reused every quarter.

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Personal Information

Names, dates of birth, and SSN last four for each client.

Age: 60
Age: 62

Static Financial Data

Monthly cashflow inputs used for SACS and reserve calculations.

$
$
$
$
Leave blank: 6 × expenses + deductibles

Account Structure

Define accounts once — balances are entered each quarter on the report form.

Client status

This client is inactive and cannot generate new reports until reactivated.