Understanding client entity types

When you create a client, you choose an entity type that reflects how they are structured. This determines which relationship options are available for their contacts and how many contacts can be linked.

Individual

A single person managing their own finances. Supports one contact, with the contact name pre-filled from the client name automatically. Available relationships are Self, Spouse, Partner, Power of Attorney, and Other.

Sole Trader

A person running a business in their own name. Supports one contact, with the contact name pre-filled automatically. Available relationships are Self, Business Partner, Power of Attorney, and Other.

Company

A company or corporate entity. Supports up to 20 contacts. Available relationships are Director, Business Partner, Trustee, Power of Attorney, and Other. Company clients also have additional profile fields for Primary Industry and Company Size.

Family

A family group managed as a single client. Supports up to 20 contacts. Available relationships are Spouse, Partner, Child, Parent, Sibling, and Other.

Trust

A trust structure with trustees and beneficiaries. Supports up to 20 contacts. Available relationships are Trustee, Beneficiary, Power of Attorney, and Other.

Choosing the right type

Use Individual for a person with personal finances, Sole Trader for someone trading under their own name, Company for a Pty Ltd or other corporate structure, Family for multiple family members managed together, and Trust for a discretionary, unit, or other trust.

The entity type can be changed after creation by editing the client, though this may affect the relationship types available for any contacts already linked.