video1.0<iframe src="https://www.loom.com/embed/6cfdaa562e814875babd4502ff479a4e" frameborder="0" width="1318" height="988" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9881318Loomhttps://www.loom.com9881318https://cdn.loom.com/sessions/thumbnails/6cfdaa562e814875babd4502ff479a4e-f0719b260323010b.gif73.194This Loom explains how to create a client and page in the client screen. It covers using the new client button to create either an individual client or multiple clients. For an individual client, you enter first name, last name, a client ID (typically the last four of a Social or an email), and the internal file number, then select whether they are an agency client or a corp client, and create the client. For multiple clients, you drag in multiple C files downloaded from InfoExpress.