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Set up your firm and staff
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This article applies to:

  • Product: Accounting CS
  • Subject: Clients,Setup

Set up your firm's client staff

You can use the
Main
 tab of the
Client Staff
 screen to enter identification and contact information for the client staff, and to set up NetClient CS access information for staff of the client company.
  1. Go to
    Setup
     >
    Firm Information
     >
    Client Staff
    . The
    Main
     tab displays by default.
  2. Identification entry
    : Enter the ID, EIN or SSN, name, and title of the staff member. To add a photo, select the picture icon and select an image (.BMP, .GIF, JPEG, .JPEG, .PNG, .ICO, EMF, or .WMF).
  3. Mark the
    Inactive
     checkbox if the staff member is no longer active. This removes them from staff assignment lists.
  4. Enter the staff member's address in the Addresses section. Use the
    Address Verification
     button to enter city, state, and ZIP Code.
  5. Select
    Selection
     and mark the
    Mailing address
     checkbox for the primary address from the following options:
    • Business
    • Home
    • Other
  6. Enter phone and fax numbers. Select
    Selection
     to add multiple numbers.
  7. Enter an email address and website URL. An email address is required to initialize the NetClient CS portal. Enter the email address to use when sending the initial Welcome message. Once information has been entered, selecting
    Email
     opens your default email client with this address in the
    TO
     line, and selecting
    Website
     automatically opens the specified website using your default browser.
  8. Set up NewClient CS Access:
    1. Account
      : Displays the client's NetClient CS sign-in ID. To associate the client staff to an existing NetClient CS account, select the ellipsis next to the
      Account
       field. In the
      NetClient User Account
       screen, mark the checkbox then select
      OK
      .
    2. Profile
      : Select the NetClient CS data location profile from the dropdown.
    3. ($) Enable FileCabinet CS
      : To provide the selected client staff with access to FileCabinet CS in the NetClient CS portal, mark this checkbox. (A monthly fee applies.)
    4. ($) Enable Microsoft Office
      : To provide the selected client staff with access to Microsoft Office application, such as Word 2010, Outlook 2010, PowerPoint 2010, and Excel 2010 in the NetClient CS portal, mark this checkbox. (A monthly fee applies.)
    5. Resend Registration Email
      :  If you need to resend the account activation email message to your client (for example, if the message is placed in the spam folder, or the client accidentally deletes the message), you can mark the
      Resend Registration Email
       checkbox to have NetClient CS resend the email to the client.
      note
      After a NetClient CS portal is created, the
      Resend Registration Email
       button becomes not available. If the client staff member forgets the password, there is a
      Forgot password?
       link on the sign in page to retrieve the password.

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