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    Firm View - Add Client

    For CPA Firm users only: This video walks you through entering a client account.

    To add a client to Crunchafi Lease Accounting, click Add Client: 

    Add Client Name and/or Description

    Next, select the accounting standard. Note the accounting standard cannot be changed once the Client Account is saved.

    Select Product

    • Lease Accounting: Full Lease Accounting Solution
    • Lease Accounting Verification A Lease Accounting Audit tool

    Select Client Billing Method

    • Firm to Bill Client: Invoices will be billed to the firm and be broken out by clients
    • Crunchafi to Bill Client: Invoices will be billed directly to the firm client. More information about this process can be found here

    Client Access: When adding a client, Firm Administrators have the ability to restrict which firm users or groups can access specific clients. 

    • All Firm Users: All Firm users will have access to the client account
    • Custom: Users in this group or list will have access to the client account