Could an “Inactive” option be added to the Client Status dropdown, alongside the existing “Current” and “Prospect” options?

There are situations where a client’s business is no longer active and does not need a tax return prepared, but the client should still retain access to their historical documents in the portal.

Currently, marking the client as inactive using the existing functionality would also prevent them from accessing their documents, so there isn’t a way to clearly communicate to the firm that the business is inactive or does not require a tax return while maintaining the client’s portal access.

An “Inactive” status that does not remove the client’s portal or document access would give firms a way to accurately reflect the client’s status while still allowing them to access their records when needed.