![]() The eSignature feature in UltraTax CS is an optional feature that allows you to gather electronic signatures on documents related to preparing a tax return. How to disable Client Access to prevent recurring chargesĮnables your clients’ employees to view their check stubs, W-2s, and W-4 information. Setting up a client for Accounting CS Client Access The company fee is specific to the client's company that's set up in Accounting CS and is billed based on the payroll services enabled. The service is administered in Accounting CS, and billed via web services. To disable, see Linking client bank accounts to Accounting CS, and unlink the client where instructed to link.Ĭlient Access allows your client to enter data directly into the client version of your Accounting CS database. ![]() The service is managed via Accounting CS and billed with web services. User Services are enabled per login, and the detail of who has the service is detailed in this report.įor information on each billable service listed on your Billing Report, and instructions to enable and disable various billable modules, see the following charts: General Services ServiceĪn optional feature in Accounting CS that allows you to import you client's bank transactions directly into Accounting CS, to help save time during data entry, and bank reconciliation. General Services are any services that are a firm-wide fee, and not linked to only one account. The Billing report divides the bill into two sections General Services and User Services. You can review the detail of the invoice using the Billing Report with administrative privileges, see Viewing the Billing Report. You can review the invoice on Tax.TR.com, and for instruction to access the invoice, see Viewing and paying your CS Professional Suite invoices. Billable services are displayed in the permissions section for each user, and are indicated with green text and a dollar sign.
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