Firm client features

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The Accounting CS database has a client created by default with a client ID FIRM and the name of the client is the same as your firm information entered on the Setup > Firm Information > Firm screen. This client performs some special functionality that other clients are unable to do.

The firm client also has some limitations:

The FIRM client should not be confused with the use of the word "firm" (meaning global) in Accounting CS. Many of the screens in the Setup > Firm Information menu are things that apply globally (i.e. firm-wide) to all of your clients, instead of a specific (firm) client.

Related topics

Transitioning firm client data from CSA to Accounting CS

Performing your firm's payroll in Accounting CS

Transferring client information

Spreadsheet import overview

Transitioning from CSA to Accounting CS Services

Best practices for safeguarding your firm and client data

Internal notes

If the user changed the ID for their FIRM client, or if they have two clients with the same name and they aren't sure which one is the original FIRM client, use these steps to see which one it is:

  1. Choose File > Client Data Management Utility.
  2. Select Backup from the drop-down menu.
  3. In the list of clients, look in the far right column and see which client says "Not supported. This client is the firm client."

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