Request a client renumber from Technical Services
Technical Services can do a client renumber when you want to update the client IDs in Practice CS. This service prevents you from manually changing 1 client ID at a time.
Before you do a client renumber, consider how your Practice CS client IDs integrate with your other CS Professional Suite and third-party applications. Additionally, a client renumber will impact integration if you do the following in Practice CS.
- Use GoFileRoom integration in Practice CS
- Use NetClient CS portals
- Use Client Management file transfers
- Use Kotapay for credit card processing and/or ACH payments
If you use UltraTax CS, you'll need to change the client IDs to match with Practice CS so that integration will continue to work. There isn't a service to update UltraTax CS client IDs so you'll have to do that manually.
- Contact your sales rep or submit a request for sales to contact to you.noteTechnical Services will contact your firm within 3 business days of receiving the contract. They'll explain the process, verify the scope, answer your questions, and schedule a date for your renumbering. If the project is part of a merger or acquisition, your client project manager will work with you on timing.
- Back up your Practice CS data.
- Create a renumbering worksheet.
- Create a 2-column Excel spreadsheet with 1 column containing your existing client IDs and the other containing your new IDs.
- Send your backup and the Excel spreadsheet to Technical Services.
- You can continue working in Practice CS while Technical Services works on your data.
- Send your updated data to Technical Services.
- You'll need a new backup of your database before the renumbering completes.
importantStay out of the database and refrain from entering new information after you've sent your data. - Receive and import your renumbered data. It usually takes about 5 days for Technical Services to send you the updated data.
