What exactly is Client Accounting?

Client Accounting is a collection of all the tools you need to get all your accounting processing done in one convenient place. Wherever your data comes from, you can create workpapers, post journals, and produce reports with Client Accounting.

Watch the video to get up to speed. You'll learn about why using Client Accounting is a good idea, and how it can cater for your practice no matter what your requirements are.

The Client Accounting workflow

First, you need to get Client Accounting set up in your practice. This where things like security settings are configured, so it'd would usually be done by an administrator.

Once Client Accounting is set up, you can set up your ledgers. There are a few steps involved the first time you do this, but once it's set up, you'll only need to do the last couple of steps in following years (watch the animation to see what we mean.)

After that, you're ready to enjoy all the benefits Client Accounting has to offer!