When you first set up your Firm Portal, or if you have not yet added any clients, the client list will show an empty state with prompts to get started. This article explains what you will see and what to do next.
Empty client list state on the Overview dashboard
What You Can Do
- If no clients have been added, the client list area shows 'No clients yet — Invite an advisory client or add a bookkeeping client.'
- Click '+ Bookkeeping client' to add your first managed bookkeeping client.
- Click '+ Invite Advisory Client' to send an invitation to an advisory client.
- After adding clients, they will appear in the list and the metric cards will start showing data.
💡 Good to Know: You can also share your portal link with clients so they can self-register.
💡 Good to Know: The empty state is temporary — once clients are added, it is replaced with the full client table.
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