How do I add a Client to LeaseCrunch?

Firm Administrators can add clients to LeaseCrunch by clicking in the top right of the Client Accounts page.

Note: If the "Add" button is not visible, check that your user role is "Firm Administrator". User's with the role "Firm User" and "Firm Read-Only" are not able to add new client accounts.

Enter the following information:

Client Name
Description (optional)
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 reports will be disabled until the client confirms billing terms, pricing and additional billing administration fee.
Client Access:
- All Firm Users: No restrictions on the users who can see/access this Client Account.
- Custom: Selecting Custom will allow selecting specific users or Groups who can see/access this Client account. Note that users with the role of Firm Administrator will always be able to see all client accounts, regardless of any custom access settings.

Once a client account has been created, client users can be invited to use LeaseCrunch.