Activate and select your plan for Accounts Prep

Summary

How to enable Accounts Prep in Client Management.

Resolution

  1. Open Client Management.
  2. Select the required client from the Client and prospects list.
  3. Click Products.
  4. On the right-hand side, select Manage subscriptions.
  5. Scroll down to Outsourced Bookkeeping & Accounts.
  6. Choose Select subscription.
  7. Click Continue with subscription changes.
  8. Click Confirm.

Solution Properties

Solution ID
260120114557423
Last Modified Date
Tue Jan 20 11:47:07 UTC 2026
Views
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