Add a new client

Select File
, then New Client
(or press Ctrl
+N
).

If Data location
is present, check that it's correct.

Enter the Client ID
, Name
, Entity
, EIN / SSN
, and Current fiscal year end
.

Enter details in the Calc period
and Short years
tabs, or accept default values.

If you want to password protect the client's data, select Advanced Properties
.

Select OK
.

The

Asset List

window opens. Some treatments are set up for the entity type by default.

To edit the client's information (except Client ID
), select File
, then Client Pro
.

To edit the Client ID
, select File
, then Rename
.