Client setup overview

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Before you can start processing data for your clients, you must first set up client records and define the information you will be tracking and processing for your client.

We recommend that you set up your client information in the order listed below.

Note: If you are converting your information from another application, please refer to the Conversion topics.

  1. Client templates (optional)
  2. Add client record (client ID, template, client name, state, and services)
  3. Basic client information (identification, address, contact information, industry code, staff processor and reviewer assignments)
  4. Chart of Accounts mask (account numbering system used by the client)
  5. Chart of Accounts information (account numbering system used by the client)
  6. Journals (collection of adjustments or journal entries)

Related topics

Getting started with Workpapers CS

Data sharing overview

Firm setup overview

Staff setup overview

Edit Multiple Clients wizard

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