Deleting Client Accounts and Contacts

Deletion permanently removes a client record where allowed; it is different from changing login access or merging duplicates.

Before deleting

Review associated contacts, cases, invoices, and user access. Accounts with linked records may be blocked from deletion. If you need to stop a person signing in, have an authorized administrator change their user access instead of assuming contact deletion is the correct offboarding action.

Delete an eligible record

Open People > Clients and select Accounts or Contacts.
Locate the exact record and use its Delete action when available.
Read the confirmation: the action is permanent and cannot be undone.
Confirm only when the record and associated data should be removed.
Verify the list and any relevant relationships afterward.

Permissions and blocked actions

Delete Accounts and Delete Client Contacts are separate permissions. If linked records prevent deletion, investigate those relationships rather than deleting active work to bypass the restriction.

Deleting a duplicate does not merge its history into another account or contact. Keep records needed for ongoing work or historical reference, and resolve duplicate relationships deliberately.