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How do I delete a client?

At the bottom of the client's page, under Danger zone, choose Delete client and type the client's name to confirm. This cannot be undone.

Updated 29 Sept 2026

Steps

  1. Step 1: Open the client and scroll to Danger zone.
  2. Step 2: Choose Delete client.
  3. Step 3: Type the client's name to confirm. It is not case-sensitive.
The Delete client button in the Danger zone of a client page, highlighted.
Delete client is in the Danger zone at the bottom of the client page.

This permanently deletes the client and every document, notice, draft and calendar entry under it.

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