Enable Client Access for an existing client

Before you set up Client Access, make sure you've enabled firm security.

Do the following to enable Accounting CS Client Access for an existing client:

note

Additional fees apply when you enable Client Access service

In Accounting CS, choose Setup
, then Clients
.

Select the client you want to enable Client Access for, then select Edit
.

In the Services
section on the Main
tab, select

to add or remove services.

Mark the Enable Client Access
checkbox.

Select the services and features you want to enable for the client.

note

The features and menu commands available to the client depend on the services and security options that you select for the clients.

Select OK
to save your changes.

Next, you'll need to add a security group for the client.

This article applies to: