Use the Clients screen to enter or update setup information for your clients.
Choose Setup > Clients.
A Client List report is available to print from the File > Print Reports screen that provides general information about each client set up in the Setup > Clients screen for the firm. The information includes client ID, client name, EIN/SSN, Business Address, and Business Phone.
Tabbed pages in this screen
Fields & buttons
Edit button. Click this button to edit setup information for the currently selected client.
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