Firms
Guidance for firms using Crunchafi to manage client access and lease reporting
Using Crunchafi Lease Accounting
- Access Controls for CPA Firms
- Firm View: Add Client
- Adding Firm Users vs. Client Users
- How to Disable a Client Account
- Navigating Client Transitions: A Guide for CPA Firms
- Disabling or Deleting a User
- Adding New Firm Users
- What is the Client Anniversary Month?
- Firm Groups
- CPA Firm User Training
- Client Account Shows Access Denied