Client properties

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Choose the General Information tab of the File > New Client dialog or the File > Client Properties dialog to enter or update the client's name, payroll report name, DBA, address, phone number, EIN, salutation for transmittal letters, and security password.

Return to Client setup overview (Write-Up CS)

Related topic: New Client > General Information tab, or Client Properties > General Information tab

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