---
title: Creating & Managing Clients on the Remitian Dashboard
description: Learn how to create, edit, and manage clients in the Remitian Dashboard with step-by-step instructions, screenshots, and tips on setting up access, managing tax accounts, and viewing payment history.
---
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3. [Client Management](https://help.remitian.com/accounting-firms?hsLang=en#client-management)
# Creating & Managing Clients on the Remitian Dashboard
## This article shows how to create a new client and manage client details from the Remitian Dashboard, including editing contact info, deactivating a client, and viewing key areas such as tax payments, tax files, linked bank accounts, tax accounts, and payment history.
> 🎥 **Video:** See the full walkthrough at the end of this article.
#### *Prerequisites*
- You’re signed in to the Remitian Dashboard with a role that can create/manage clients (Firm Admin or Accountant).
- You know the client’s basic info: **First name**, **Last name**, **Email**.
#### Create a New Client
1. In the left navigation, select **Create Client**.
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2. Choose the **Accountant / Client Owner** for the new client.
3. Enter the client’s **First name**, **Last name**, and **Email address**.
4. Select **Create** (or **Save**) to finish.
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5. The client now appears under the **Clients** tab with the details you entered.
****
#### Complete Contact Details & 2FA
1. Open the client’s record from the **Clients** tab.
2. Add a **Phone number** if it’s not already present (the client can also add this later).
3. **Two‑Factor Authentication (2FA):** Remitian supports a **six‑digit SMS code** to the client’s phone for secure sign‑in.
#### Edit or Deactivate a Client
1. From the client’s profile, select **Edit** to update names, email, phone, or owner.
2. If necessary, select **Deactivate** to disable the client’s access. (Deactivation is reversible by reactivating later; no data is lost.)
**Tip:** We use **Deactivate** instead of deleting to preserve audit history and payment records.
#### What You Can Manage on a Client Profile
From the client’s profile, you can access:
- **Tax payments** – View scheduled and historical tax remittances.
- **Tax files** – See documents submitted to the platform.
- **Linked bank accounts** – Confirm and manage banking connections.
- **Tax accounts** – Review connected revenue agency accounts.
- **Payment history** – Audit trail of payments and status changes.
****
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Watch the full walkthrough:
Â
- [Accounting Firms](https://help.remitian.com/accounting-firms?hsLang=en#main-content)
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