Editing Client Information

Use the following procedure to edit the properties for a client.

Note: This procedure is not applicable for firms who use AutoCheck along with CCH Axcess™ Knowledge Coach. For these firms, checklists are linked to engagements that are managed in Knowledge Coach. See the Knowledge Coach Help for more information.

1. If needed, click to open the All Clients page.
2. Locate the client in the list.

Tip: You can use the Search box at the top of the All Clients page to find a specific client.

3. Click in the Actions column for the client.
4. Select Edit.
5. Edit the client information as needed.

Field	Description
Client Name	Edit the client name, if needed.
File Reference	If needed, enter or edit identifying information for the client.
Period End	Edit the last day of the period that this checklist will apply to, if needed.
Status	Select an option to indicate the progress of the work on this checklist.

6. Click Save.