Set up your client

Account balances, journal entry types, and reports in a consolidated client

Accelerated deposit schedules

Add a new client record

Add accounting information for a client

Add work locations for a client

Analyze Client Activity - financial statement worksheet

Analyze Client Activity - general ledger

Analyze Client Activity - trial balance

Client dashboard

Client templates

Change a client's processing frequency

Create a new client template

Delete a client record

Edit multiple client records

Enter basic client information

Grant staff access to clients

Row graph traversal message while deleting a client

Select an industry code for a client

Set up a client for fund accounting

Set up a client with a 4-4-5 accounting period

Set up departments for a client

Set up journals

Transfer client information

Update database if clients are missing when converting from CCH

Verify client and employee addresses

View year-to-date net income amounts for balance types