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How to Add a New Client in Your ClientWhys Tax Accounting Lockbox
- Posted on January 23, 2012
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To add a new client, click on Create New under the Lockbox Menu.
Enter the new client's information and create a password. Please note that passwords must be a minimum of 5 characters.
You can also give employees within your company the ability to add their clients by checking the 'Administrator' box. The employee's name will be denoted in red on the client list.
Once a client has been added, they will receive an e-mail from you with a link to access their account. For security purposes a separate e-mail will be sent with their user name and password. To generate this email automatically, make sure that the 'Send Password' box is checked before you click Add Client.
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Wendy Claypool
If you are a long-time ClientWhys customer, then Wendy's voice is very familiar to you. And you also know that she loves dogs. Wendy knows what it takes to exceed client expectations and is dedicated to your success. She has a clear understanding of what drives customer satisfaction and does an exceptional job of meeting the needs of our client base.
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