Assistant / Client Bookkeeping Solution.
Miscellaneous information
In Accountant’s Assistant, choose Setup / Miscellaneous Information.
Use the tabbed pages in the Miscellaneous Information dialog to set up
the various options you can make available to your client. As the
provider and licensor for your client’s software, you have complete
control over the level of access your client has to their CBS program.
You can enable more advanced options for more experienced clients, or
you can limit a client to just a few simple tasks.
Client Setup in Accountant’s Assistant 56 Accountant’s Assistant Handbook