When you are ready to start working on your clients file, you will want to either import the credit report, or you can add the accounts manually. Although it is generally recommended to import the first credit report, there are times in which you will need to want to add accounts manually. This article is for adding accounts manually.

When on your dashboard select Clients from the left hand navigation menu.

Once your client list loads you can select the client you wish to add accounts for. You can select the client by either clicking the View button or simply by clicking the row.

Once your client loads you can click the green Dispute Center tab.

When on the dispute center page you can click the Add New Account button

When the popup shows you can enter the account information easily by bureau. The required fields are Account name and Account type, but you can optionally put account number, balance, dispute reason etc. The Global Dispute reason will apply the dispute reason to all bureau. If you prefer to have a unique dispute reason for each bureau you can do that also by using the dispute reason columns in each bureau. Once you are finished you can click the Save Account button.