To add new clients to the existing file structure follow these steps:

    1. Click Add Client from the Archive Cabinet toolbar to open the "Add Client" dialog box.
    2. Enter the name of the new client in the First name and Last name fields for individual clients or the name of a business or estate in the Business/Estate name field.
    3. Enter the last four digits of the client’s SSN/EIN in the Last 4 digits of ID number field.
    4. Click Add. Adding a client to the Archive Manager does not add the client to Drake Software or to the Working Cabinet.


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