Client Name | Contacts | Client Portal User | Tags | Client Status | Business Type | EIN | Assigned Users | Client Owner | QBO | 7216 | Billing Preference | Client ID | Client source | Contact Preference | Favorite Candy Bar | Fee | Income Band | IRS Agent | Last Contacted | NCAIS Code | Office Location | Password | Pricing | Primary Contact | Remote Client | Services Interested In | Software | State Returns | Tax ID | test | VIP | VIP Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Delgado, Lucia | With users | individual, Vineyards | Prospect | — | — | — | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Hernandez, Carlos & Sofia | With users | Florida, Mn State Art Board | Prospect | — | — | — | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Johnson, Michael & Angela | With users | Electronic Organizer, individual | Prospect | — | — | — | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Lee, Jae & Min | With users | individual, Vineyards | Prospect | — | — | — | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Oscar Martinez | With users | Wealth Mgmt | Prospect | — | — | — | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Palma Penders | With users | — | Prospect | — | — | — | Mart Withers | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Phoebe Christoffersen | With users | — | Prospect | S-Corporation | — | KC Brothers | KC Brothers | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Singh, Raj & Simran | With users | LMA Tax | Prospect | — | — | — | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||
| Walter White Jr | With users | — | Prospect | — | — | Nathan Williams | — | Not linked | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |