<img alt="" src="https://secure.hall3hook.com/198371.png" style="display:none;">
Skip to main content

How can we help you?

    How do I add a Client to LeaseCrunch?

    Firm Administrators can add clients to LeaseCrunch by clicking in the top right of the Client Accounts page. 

    Note: If the "Add" button is not visible, check that your user role is "Firm Administrator".  User's with the role "Firm User" and "Firm Read-Only" are not able to add new client accounts.

     

    Enter the following information:

    • Client Name
    • Description (optional)
    • Accounting Standard: Select from Dropdown
    • Product:  
      • LeaseCrunch: Full functioning version of the software. Exports include Journal Entries, Amortization Schedule, Footnote, All Lease Data
      • LeaseCrunch Verify: If a client uses a solution other than LeaseCrunch for their lease accounting calculations, LeaseCrunch Verify can be used to audit a sample size of that client's lease portfolio. LeaseCrunch Verify includes Amortization Schedule, All lease Data and must be used for a subset of a client's lease portfolio. (Firm must have a signed pricing agreement for LeaseCrunch Verify to use this product)
    • Client Billing Method:
      • Firm to Bill Client: Firm handles billing to clients
      • LeaseCrunch to Bill Client: LeaseCrunch can directly bill a firm's clients, a decision that can be made by a firm on client-by-client basis. When a firm indicates that a client should be billed by LeaseCrunch, the reports will be disabled until the client confirms billing terms, pricing and additional billing administration fee. 
    • Client Access:
      • All Firm Users: No restrictions on the users who can see/access this Client Account.
      • Custom:  Selecting Custom will allow selecting specific users or Groups who can see/access this Client account.  Note that users with the role of Firm Administrator will always be able to see all client accounts, regardless of any custom access settings.

    Once a client account has been created, client users can be invited to use LeaseCrunch.