Accountant's Assistant Handbook

up from the index in the CSA help browser, and select the topic called a 
client in CSA. 

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Client Setup in CSA 
Accountant’s Assistant Handbook 
35 
Transferring data between CSA and CBS 
To begin, you need to decide on the process by which you will send data 
to and receive data from the client. It is highly recommended that you 
make a backup copy of all data before you generate information for your 
client.  
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Email. If you intend to use email to send and receive data, verify that 
both you and your client have access to the Internet and have email 
programs capable of sending and receiving attachments. If your 
email program has a MAPI email client installed, it will support 
email attachments. Please note that Thomson Tax & Accounting 
cannot actively support those third-party programs, but you should 
be able to get answers to many of your questions from the help for 
the email program. 
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