Creating a Client

All of the modules in CCH ProSystem fx Suite share the same client database. When you want to create a client, you must add it to this database using Client Manager. Once created in Client Manager, the client will be available in Document, as well as in the other CCH ProSystem fx Suite modules.

To create a client, do the following:

1. Open Dashboard.
2. Click Configuration on the navigation panel.
3. Click Client Manager under Clients.
4. Click New > Client on the Create ribbon group of the Home tab.
5. Follow the instructions on each window to create the client. If needed, click the Help button for additional instructions.

   Note: As part of client setup, you can set up the Document-specific options for the client.

After adding a client to Client Manager, you must add the client to the entity list in the Document navigation panel before you can access the client's files.