Managing Your Clients
What this is
The Client Workspace at /app/workspace is the current home for client management. The old /app/clients address redirects here.
What you see on screen
The workspace shows:
- A searchable client list
- Status and deadline filters
- Each client’s current journey status and next action
- The next quarterly deadline where one is available
- HMRC feedback that needs attention
- HMRC invitations and Add Client actions
How to manage your clients
- Use Search clients to find a client by name.
- Use the Status or Deadline filters to focus the list.
- Select a row or card to open
/app/workspace/:clientId. - Use the client page to review details, manage authorisation and open the quarterly filing pages in that client’s context.
The next-action button on a client row may ask you to send an invitation, check authorisation, refresh HMRC data, review MTD status or upload data. The action reflects that client’s current state.
Things to know
- Adding a client is separate from receiving HMRC authorisation.
- A pending client has an invitation that has not yet been approved through Government Gateway.
- Selecting a client sets the active taxpayer context used by Income Sources, Quarterly Statuses, Upload Quarterly Data and Past Submissions.
- Removing a client from aligned.tax does not by itself revoke the HMRC relationship.