Recommended installation and setup order
Use this guide to as a recommended order when you install the application for your firm.
important
We recommend identifying a go-to person in the firm for the application.
- Install the application.
- Submit your Electronic Filing Identification Number (EFIN) application summary if you use the application to file payroll tax forms electronically.
- Configure your firm information.
- Add your staff and assign permissions.
- Add clients.
After you've set up Accounting CS, then the next step is to set up Accounting CS Payroll.
