How do I add a Client to LeaseCrunch?

Firm Administrators can add clients to LeaseCrunch by clicking Add Client from the Client Accounts screen. 

Enter the following information:

• Client Name
• Description
• Accounting Standard: Select from Dropdown
• Product:  
  • LeaseCrunch: Full functioning version of the software. Exports include Journal Entries, Amortization Schedule, Footnote, All Lease Data
  • LeaseCrunch Verify: If a client uses a solution other than LeaseCrunch for their lease accounting calculations, LeaseCrunch Verify can be used to audit a sample size of that client's lease portfolio. LeaseCrunch Verify includes Amortization Schedule, All lease Data and must be used for a subset of a client's lease portfolio. (Firm must have a signed pricing agreement for LeaseCrunch Verify to use this product)
• Client Billing Method:
  • Firm to Bill Client: Firm handles billing to clients
  • LeaseCrunch to Bill Client: LeaseCrunch can directly bill a firm's clients, a decision that can be made by a firm on client-by-client basis. When a firm indicates that a client should be billed by LeaseCrunch, the account will be disabled until the client confirms billing terms, pricing and additional billing administration fee. 

Once a client account has been created, client users can be added.