To get started first pick if the client is an individual or a business. Depending on what you choose there are some further details needed. When you add a new client we will email them to let them know that you've added them as a client.

An individual is a person but could also be a sole trader. A company is a organisation registered with companies house. 

If don't have the company number this an be found online using the Companies House Web Check service. Once the company number is entered into the field we will pull through the name and address automatically. Then all you need do is enter the contact details.

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