Enable Client Access for a new client

Before you set up Client Access, make sure you've enabled firm security.

Do the following to enable Accounting CS Client Access for a new client:

In Accounting CS, choose Setup
then Clients
.

Select Add
to open a new client record.

Enter information in the Identification, Address, and Services sections.

Mark the Enable Client Access
checkbox.

Select the services and features you want to enable for the client.

Select Add
to create the new client.

Next, you'll need to add a security group for the client.

This article applies to: