Enable Client Access for a new client

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

Do the following to enable Accounting CS Client Access for a new client:

note

Additional fees apply when you enable Client Access services.

In Accounting CS, choose Setup
then Clients
.

Select Add
to open a new client record.

Enter information in the Identification, Address, and Services sections.

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 Add
to create the new client.

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

This article applies to: