"General" section for completing the firm/company and/or client information.

User should fill the  details to avoid form errors.

Navigate to "Settings" and press "General"

"Client Group" -  If your client has 2 or more entities in LodgeiT you can group them using "Client Group". You can find via group name associated with that entity.

Note that "client group" can also be filter via "Clients'. Learn more

Related guides:

Practice Type for Tax Agent (Tax Declaration)

Entity Type / Practice Type as Company (Tax agent)