Recommended installation and setup order

Use this guide to as a recommended order when you install the application for your firm.
  1. Install the application.
    1. Submit your Electronic Filing Identification Number (EFIN) application summary if you use the application to file payroll tax forms electronically.
  2. Configure your firm information.
  3. Add your staff and assign permissions.
  4. Add clients.
After you've set up Accounting CS, then the next step is to set up Accounting CS Payroll.
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