How to delete a client in Worthy.

Last updated: September 21, 2026

Deleting a client is a two-step process: first you archive them, then you permanently delete them.

Step 1: Archive the Client

From your All Clients page, locate the client you want to remove. In the rightmost column, click the Archive option for that client.

Image of a dashboard showing active clients with key metrics at the top and a list of clients with columns for updated time, taxable income, DOB, and an Archive action.

Step 2: Permanently Delete the Client

Once archived, scroll to the bottom of your client list to find the Archived Clients section. Locate the client there and click the trash icon to permanently delete them.

Image of a dashboard showing an 'Archived Clients' list with client names, taxable income figures, and action icons, including an orange arrow pointing to a row's action.

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