Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Click any of the links below for details on setting up a CBS client in CSA, Accountant's Assistant, and CBS.

See also

Accountant's Assistant Handbook (PDF)

Overview of CBS client setup and processing

Setting up a CBS client that is switching from another accountant

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