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When to Disable a Client Account

There are two scenarios for disabling a client account.

 

  • If your firm is no longer working with a client, set the account status to Disabled. Our Knowledge Base article How do I disable a client account? provides the step-by-step process.
  • You will still incur charges if the account status remains Enabled in the software. The Client Anniversary Month provides information about when client leases are coming due.