Common contact types
CPAs and accountants
Tax professionals you collaborate with on client matters. Why track them:- Coordinate on tax planning
- Receive and send referrals
- Collaborate during tax season
CPA, Accountant, Tax Professional
Estate attorneys
Legal professionals handling client estate matters. Why track them:- Coordinate estate planning
- Review trusts and legal documents
- Collaborate on complex situations
Attorney, Estate Attorney, Legal
Insurance agents
Partners for client insurance needs. Why track them:- Life insurance placement
- Long-term care coverage
- Disability insurance
Insurance, Life Insurance, P&C Insurance
Referral sources
People who send you potential clients. Why track them:- Acknowledge and thank for referrals
- Maintain the relationship that generates business
- Track referral activity over time
Referral Source, COI (Center of Influence)
Centers of influence
Community leaders and well-connected professionals. Why track them:- Build strategic relationships
- Access their networks
- Establish credibility through association
COI, Community Leader, Strategic
Custodian representatives
Your contacts at financial institutions. Why track them:- Resolve account issues
- Stay informed on platform changes
- Access resources and support
Custodian, Schwab, Fidelity
Other professionals
Additional professionals in your network:- Real estate agents — Property transactions
- Mortgage brokers — Home financing
- Business attorneys — Corporate matters
- Bankers — Banking relationships
Organize with tags
Use tags to categorize contacts by type:- Create tags for each contact type in Settings -> Company -> Household tags
- Apply tags consistently when creating or editing contacts
- Use the Tags filter on the other contacts list page to view contacts of a specific type
Filter by type
On the Other contacts list page:- Click the Tags filter
- Select one or more type tags (for example, show all CPAs)
- The list updates to show only matching contacts
Track referrals
Document when contacts send you referrals:- When you receive a referral, add a note to the contact record
- Include who they referred and the date
- Create a task to send a thank-you note
Best practices
- Be consistent — Use the same tags and categories across all contacts
- Keep info current — Update employment and contact details regularly
- Document interactions — Notes about conversations build relationship history
- Set reminders — Use recurring tasks for regular check-ins