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Set up your client

Add a new client record

When you add a new client record, you are prompted to enter initial setup information and select a client template. If you select a template, the application automatically enters information in the client record that was set up in the template.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select
    Add
    .
  3. In the
    Add Client
     window, enter the client ID and name in the
    Identification
     section, and select a client template if applicable.
  4. In the
    Services
     section, select the services your firm provides for this client.
  5. If your client will be using Accounting CS Client Access, select the services your client will use.
  6. Select
    Add
    .
    A new client record is created using the information entered in this dialog and in the applicable client template.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients

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