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So what exactly is Client Accounting? How does it work? What are your options?

Before you jump into the workflows, here's a little bit of background. Scroll through the page to get you up to speed.

Already a Client Accounting pro or just want to jump right in? That's ok, you can skip this and go straight to the next step.

The basics

Client Accounting is a collection of all the tools you need get all your accounting processesing done in one convenient place.

Wherever your data comes from, you can create workpapers, post journals, and produce reports from a single location.

Internal note: Update help examples at end of video to new onboarding examples

Client Accounting's got you covered

Client Accounting is flexible. It lets you work in the way that's most suitable for your situation. You can use all of its integrated features, or you can use it together with your other tools.

Check out the video to learn more.