When Should a Client Account Be Disabled?
A client account should be disabled when your firm is no longer working with that client to avoid ongoing charges, and detailed instructions for disabling the account are available in the CrunchAfi Knowledge Base.
When Should a Client Account Be Disabled?
- If your firm is no longer working with a client, set the account status to Disabled. Our Knowledge Base article How do I disable a client account? provides the step-by-step process.
- You will still incur charges if the account status remains Enabled in the software. The Client Anniversary Month provides information about when client leases are coming due.