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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