Open Engagement Client [File menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Before you can begin entering or modifying data for an existing engagement client, you first need to open that client's database file.

From the Engagement CS main window, choose File > Open Engagement Client, and then double-click the client you wish to work with.

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