How do I add a client?
Open Clients, click Add Entity, type the client’s name and save. The name is the only detail you must give. You can add the rest later.
Who can do this: Admin, Partner, Company SecretaryLast checked: 19-10-2026
Add the client
- Click Clients in the left menu.
- Click Add Entity near the top of the page.
- Type the Name of the company or LLP.
- Fill any other details you already have, such as CIN or PAN. You can skip the rest.
- Save the client.
What you will seeThe new client appears in the Client / Entity Master list.
Good to knowOnly the name is needed to start. You can add directors, bank accounts and other details later.
What to do next
- Open the client to see its tabs: Overview, Directors/KMP & Signatories, Contacts, Bank Accounts & Auditors, Documents, Compliance Calendar, Corporate Group, Statutory Registers and Communications.
- Create the client’s Compliance Calendar to see all its due dates.
- Create a task from a template for the first filing.
Cannot see this on your screen?
- Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
- If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.
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