Clients & companies

Every client company is Active, Suspended or Archived. Here is what each status means, the coloured chip you see, and how it changes portal access, services and reminders.

Create a single client company in IzzyTap, add the owner, and choose whether they hear from you right away.

Search your Companies list by name, client code or owner email, and use the archived toggle to reveal companies you have retired.

Bring in many existing clients at once from a spreadsheet, then send them all a welcome invite in one batch.

Update a company's name, type, tax number, address, owner details, and status from its profile page.

Some clients are a single person rather than a registered company. Tick 'this client is an individual' so the account is labelled correctly, and change it later if needed.

Add, edit, remove, and restore the people linked to a company, and control who gets reminders and updates.

Pause a company's portal, services and compliance reminders without losing any data, read the impact check first, and re-enable it whenever you are ready.

Retire a company you no longer serve so it drops off your active list, and bring it back later with every record still intact.

Save a company's trade licence in its document vault with an expiry date, so IzzyTap reminds you to renew it.

Send a client the magic link that turns their pending account into a working portal login, and understand the difference between 'not activated' and 'invite sent'.

Work through the common reasons a client is stuck at the login screen, from an invite that was never sent to a suspended login, and how to fix each one.