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Set up Client Access

Disable Client Access to prevent recurring charges

There are 2 components that make up the recurring Accounting CS Client Access charge: Per Client Staff Fees and Per Client Fees.

Per Client fees

Per Client fees are for each client that has Client Access Services enabled. The fee is determined by which services you have enabled. Once you disable Client Access on the client level, any client staff member that's associated with that client will no longer have access to the client data in Accounting CS. If your client no longer needs Client Access for their staff members:
  1. In Accounting CS, select
    Setup
     then
    Clients
    .
  2. Find and select the client, then select
    Edit
    .
  3. In the Main tab, select open Add/remove services for the
    Services
     field.
  4. Deselect
    Enable Client Access
    .
  5. Select
    OK
    .
  6. Select
    Enter
     to save your changes.

Per Client Staff Fees

Per Client Staff fees are for each client staff member you have linked to a NetClient CS portal. It's a monthly portal access fee, and is a flat fee regardless of how many clients the staff member is associated with. If this staff member no longer needs to use Accounting CS Client Access for any clients, you can disable Client Access for them.
  1. In Accounting CS, select
    Setup
     from the main menu.
  2. Go to
    Firm Information
     and select
    Client Staff
    .
  3. Find and select the client staff member, then select
    Edit
    .
  4. In the NetClient CS Access section of the Main tab, select open NetClient user account screen for the
    Account
     field.
  5. Deselect the NetClient user account that is enabled for this staff member.
  6. Select
    OK
    .
  7. Select
    Enter
     to save your changes.
If the Client Staff member isn't listed, make sure the client staff wasn't deleted or marked as inactive.
  1. On the Client Staff screen, mark the
    Include Inactive
     checkbox to see if they are in the list.
  2. If they are inactive:
    1. Select the client, then select
      Edit
      .
    2. Unmark the
      Inactive
       checkbox.
    3. Select
      Enter
       to save your changes. Repeat the steps to unselect the corresponding NetClient user account.
  3. If they still aren't in the list, the Client staff could have been deleted.
    1. Select
      Add
      .
    2. Set up the missing Client Staff again.
    3. Select the NetClient CS Access account.
    4. Select
      Enter
       to save your changes.
    5. Edit the Client Staff again.
    6. In the
      NetClient CS Access
       section of the Main tab, select the ellipsis next to the
      Account
       field.
    7. In the
      NetClient User Account
       window, deselect the corresponding NetClient user account.
    8. Select
      Enter
       to save your changes.

This article applies to:

  • Product: Accounting CS
  • Subject: Clients
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