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Go to Wesley AI App

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Create One Client

Use this page when you need to add one client manually.

Open The Clients Page

Start from the firm-level Clients page and select Add client.

Firm Clients dashboard with the Add client button in the top-right
Firm Clients dashboard with the Add client button in the top-right

Fill Out The Client

Enter the client name and the setup details your team needs before accounting work starts.

Add client modal for creating a single client
Add client modal for creating a single client

Check Before You Leave

The new client should appear in the Clients table with the correct status, owner, and next setup action.

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