Client Data (CDS) 2025

Accountants Enterprise only

This data includes Names, Addresses, Contact Numbers for contacts, clients and employees, and Validation tables for information such as Titles used in tax returns.

The features of Central Database include:

• Adding/Editing Contacts, refer to The Contacts Browser 2025

• Entering Details, refer to Details Recorded for a Contact 2025

• Adding Addresses, refer to Address Select Client Details 2025

• Attaching Sort Views, refer to Sort View Index for Client or Contact 2025

• Adding Notes, refer to Index of Notes for Contacts 2025

• Establishing and maintaining your table entries, refer to Table Maintenance 2025

• Reporting, Reporting from CDS 2025

• Letter, refer to Index Master Letters 2025

• Control Record, refer to Control Record Setup 2025