Clients In Unity

Clients In Unity

A Client in Unity means more than just a name.

3. Trust/Estate

5. Charity

1. Individual

4. Corporation

2. Partnership

Partnership

Sometimes the client is a partnership. This may be an entity established for a specific investment or an actively managed partnership. The Unity client type would be 11 Partnership.

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Charity

Charitable entities are also clients in Unity. Hover over the icons below to find out more.

Corporation

LLCs

Types of Corporations

The client when there is a corporation would be the name of the corporation. This applies to both C corps and subchapter S-Corps. The Unity client type is 4 Corporation.

Limited liability corporations - LLCs would also be considered clients. The Unity client type is 18 LLC_C_CORPORATION.

A Trust or Estate

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Similarly, an estate or administrative trust established on the grantor's death, would be a "client" in Unity.

An irrevocable trust will be its own "client". It is an entity to which you would affiliate certain individuals (trustee, beneficiary, attorney, accountant) in Unity.

The Unity client type for a trust or estate is 17 TRUST_ESTATE

Individual

One or more individuals

We most commonly think of a "client" as an individual. This may be the actual client who has hired Whittier to provide services. It may be a married couple. A client in Unity may also be an individual to whom payments are sent or someone who receives a statement like a lawyer or accountant. The Unity client type for an indiviual is 7 INDIVIDUAL.

An individual may also be someone serving as trustee or executor. The Unity client type for this kind of individual would be 5 FIDUCIARY.