Managing information in the CBS Master License

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Due to the discontinuation of support for Client Bookkeeping Solution on June 1, 2017, we have removed the ability to add hosted CBS clients.

Your firm’s NetFirm CS administrator can add hosted CBS client companies to and remove client companies from the CBS Master License at any time. In addition, the administrator can change a client company’s CBS type from local to portal or from portal to local.

Click a link below to learn how to complete the task.

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