Client Name | Client Group | Accounting Software | Health Score | Items to Review | Bank Password | Billing Preference | Client ID | Client Level | Client source | Client Tier | Contact Preference | Employee Referall | Favorite Candy Bar | Federal ID | Fee | Goal Hours Worked | Income Band | IRS Agent | Last Contacted | NCAIS Code | Office Location | Originating Partner | Password | Primary Contact | Remote Client | Services Interested In | Software | State Returns | Tax ID | Testing | VIP | VIP Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Channel 4 News | — | QuickBooks | 55% 14% | 42 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Christopher Anderson | — | QuickBooks | 55% 14% | 0 | — | portal | — | — | Reviews | — | — | john | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| D & F Fortunes | Drake Family Group | QuickBooks | 55% 14% | 0 | — | portal | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Drake, Nathan & Elena | Drake Family Group | QuickBooks | 55% 14% | 0 | — | — | — | — | — | — | — | — | Twix | — | — | — | $100,001+ | — | — | — | — | — | — | — | — | Advisory | QBO | — | — | — | Diamond VIP | — | |
| Dynamic Designs Studio | Brown Group | QuickBooks | 55% 14% | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Brown, Robert & Sarah | Brown Group | QuickBooks | 100% 31% | 0 | — | — | — | — | — | — | — | — | Reese's | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| A1 Car Wash | Walter White Holdings Group | — | — | 0 | — | — | — | — | — | — | Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. | — | — | — | — | 6 | — | — | — | — | — | — | — | — | — | — | — | Utah | — | — | — | — | |
| abc corp | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| ACF holdings | Johnson Family | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| AFC Richmond | Lasso Holdings | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2/27/2025 | — | — | Kenzie Morris | — | — | — | — | — | — | — | — | — | — | |
| Ahmed, Layla Test | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Alma Enders | Emailed Invoices Only | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Anderson & Garcia Construction | Anderson Family Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Anderson & Lady Applebee | Anderson Family Group | — | — | 0 | — | — | — | — | — | — | — | — | Twix | — | — | — | — | — | — | — | — | Kenzie Morris | — | — | Yes | — | — | — | — | — | — | — | |
| Anderson Real Estate Group | Anderson Family Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Anderson, Alexander & Olivia | Anderson Family Group | — | — | 0 | — | — | — | — | — | — | Call Olivia's Cell Phone | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Anderson, David & Catherine | Anderson Family Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Anderson, Rebecca | Anderson Family Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Apex Financial Advisors | Siobhan O'Neill Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | 2 | — | — | — | — | — | Kenzie Morris | — | — | — | — | — | — | — | — | — | — | |
| Appleseed Farms | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Baker, James | Soo-Jin Kim Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Banks, Philip & Vivian | Philip Banks Group | — | — | 0 | — | — | 12345 | — | — | — | — | — | Twix | — | — | — | — | — | — | — | Chicago | Kenzie Morris | — | — | Yes | — | — | — | — | — | — | Gold VIP | |
| Bar | Keleven Holdings | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | Gold VIP | — | |
| Big Unit Dumpster Services | Johnson Family | — | — | 0 | Bigunit2026 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Birk Drain Cleaning | Birk & Lia | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Braden Smith | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | password | — | — | — | — | — | — | — | — | — | |
| Bright Future Consulting | Anh Nguyen Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Burgundy Family | — | — | — | 0 | — | portal | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Campbell & Co. | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Charles Thornberry | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Chen, Wei & Mei | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| ClearView Technologies | Carmen Lopez Group | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Cobra Golf | Fowler Family | — | — | 0 | — | portal | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Cody & Amy Bellinger | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | Yes | — | — | — | — | — | — | — | |
| Cordero CPA | — | — | — | 0 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |