To edit a client’s details, go to their client page either by clicking Clients in the left-hand menu and selecting their name from the list, or by typing their name into the search bar at the top of the page.
![image-10 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2024/07/image-10-1024x316.png)
Once on the client’s page, click on the blue edit button for the section you wish to update.
![image-8 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2024/07/image-8.png)
After you have changed the details you wish to update, click the blue Save button, or click Cancel if you want to discard your changes.
![image-9 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2024/07/image-9.png)
From this page you can also change a client’s address or bank details.
If you wish to update a client’s entities, click on the Entities tab at the top of the client page. For more about updating entities, view our help page here.
![image-5 - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms](https://seamlss.com.au/wp-content/uploads/2024/07/image-5.png)