Accountant's Assistant Handbook

data from your client from the index in the CSA help browser. 
Exporting via the Internet 
You can set up your client’s CBS software to use the two-step integration 
for exporting data. With the two-step integration, your client will export 
data to a location on a secure Thomson Tax & Accounting server. You 
can then retrieve that data into CSA in your office. This time-saving 
process eliminates the need to use a form of removable media for export 
files or the need to have your client email you a copy of the export file. 
To enable this export option, you must mark the Export via the Internet 
checkbox on the CheckWriter tab of the Setup / Miscellaneous 
Information dialog in Accountant’s Assistant. Optionally, you can also 
mark the Include client backup with export data checkbox to include a 
pre-export backup of the CBS company database with the export file. To 
transmit these settings to your client, you must include the CheckWriter 
Miscellaneous information when you generate data for your client. (If 
you did not mark the checkboxes when you originally set up your CBS 
client, you may create a new transfer file containing the CheckWriter 
Miscellaneous information for your client at any time.) 
When the client’s export file and backup (if included) are available on 
the Thomson Tax & Accounting server, if your client is using MAPI-
complaint email software, CBS will send you an email message to let 
you know that the files are waiting for you to retrieve them.  

---

Processing Client Information 
 
134 
Accountant’s Assistant Handbook 
Note: You and your client must both have an Internet connection in order 
to use the Export via the Internet option. 
For additional information, search on Exporting and retrieving CBS