Help Center Home > Archive by tag 'accounting'

Online Accounting

How To Setup Your Online Accounting System

1. A couple days after you place your order for the Online Accounting System, you’ll receive an email from Cloud9RealTime.com that has your Online Accounting Username and Password on it.

2. Now that you have the login credentials, please login to your firm portal as an “Admin” user. (Hint: Portal username is admin@{yourdomain})

3. If you are adding the Online Accounting System to a client that is already setup in the portal, then click on “Modify Client User”.

If you’re setting it up for a client who is not yet in the portal, click on “Add Client User”.

If you’re setting it up for a firm user, then click on “Add/Modify Firm User”.

1. Select the user to modify.

2. Verify user’s information.

3. Click on the “Accounting” tab. Enter the Username supplied by Cloud9RealTime.com in the email they sent. Enter the Password supplied by Cloud9RealTime.com in the email they sent. Then confirm the password.

4. Make sure “Online Accounting System” is checked.

5. Click on the “Save” button.

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Portal Help – Managing Accounts

Modifying Firm Users

Here is a video on how to add firm users:

Here is a video on how to add Client Users:

To modify a Firm User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Firm Users” in the Portal menu.

1. Select a firm user from the drop down menu.
2. Click “Portal Login Information” to edit the firm user’s password.
3. If you have an Online Accounting subscription enter your firm user’s information.
4. Modify the firm user’s access rights.
5. Click save when you are finished.

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Deleting Firm Users
To delete a Firm User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Firm User” in the Portal menu.

Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.

Type “YES” and click “Delete Account”.

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Modifying Clients
To modify a Client User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Client Users” in the Portal menu.

1. Select a client from the drop down menu.
2. Click “Portal Login Information” to edit the client’s password.
3. If you have an Online Accounting subscription enter your client’s information.
4. Modify the client’s access rights.
5. Click save when you are finished.

If the client has “Secure File Exchange” access rights you can set what firm user is notified when a client uses the “Secure File Exchange”.

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Deleting Clients
To delete a Client User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Client Users” in the Portal menu.

Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.

Type “YES” and click “Delete Account”.

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Modifying Administrators
To modify a Firm Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Administrators” in the Portal menu.

1. Select an administrator from the drop down menu.
2. Click “Portal Login Information” to edit the administrator’s password.
3. If you have an Online Accounting subscription enter your administrator’s information.
4. Modify the administrator’s access rights.
5. Click save when you are finished.

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Deleting Administrators
To delete an Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Add/Modify Administrators” in the Portal menu.

Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.

Type “YES” and click “Delete Account”.

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Firm Administration

To modify Firm Administration, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.

Click on “Firm Administration” in the Portal menu.

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Additional Resources:

QuickSend: The Quickest Way to Receive Client Files Securely

Using the Download All Files Feature

Firm User File Vault Help

Client User File Vault Help