|Applies to: |
SmartVault Tax and Accounting plans
We understand some customers may have a rather large list of clients, some of whom are inactive/deceased/retired. This should not disrupt your workflow in the Connected Desktop, because we do not recommend scrolling through the Clients container to find a client. Instead, we recommend filtering and then searching to find what you're looking for.
However, there is a method for archiving clients and removing them from your view of Clients in the Connected Desktop, all the while keeping them in your SmartVault account.