Client Screen

The Client Screen is where you can see all your clients. 

Tip: In Tallyfor, the "+" or "+Add" means, "add something" for example a client or an Automated Trial Balance

Add a new Client with the "+ Add" button

You can create an unlimited number of Automated Trial Balances for each client. This can be for different years, or if you are working with versions, several versions for each year.

Pro Tip: Tallyfor uses CCH Axcess' "Client ID", but we call the "Name", "Client"

Tallyfor CCH Axcess
Client Name
Client ID Client ID

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