New Client

To start a new client file, click from the RazorPlan Home Page. There are 2 areas to the New Client window; Client and Address.

Client

The Client tab allows you to enter your client’s information such as Name, Date of Birth, Gender and Marital and Retirement status. For more information on each data point, view the Client Information area of Data Entry.

Address

The Address tab allows you to enter your client’s address information and their province of residence for tax purposes. For more information on each data point, view the Address area of Data Entry.