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How many Companies Clients can create with his
registration?
The Client can create only
one company as he/she wants under his registration
at “www.clientexact.com” web site.
What is the benefit of two different versions
i.e. AccountExact and ClientExact?
The CPA/Accountant can provide
service to any clientele which is geographically
far away, and that is also without personal visits
by the client at the CPA’s/Accountant’s
office. Further, it reduces data entry duplication
at both the ends.
Because of two different versions, the client can
work without any hassle on his own with basic data
applications at client side version and then the
CPA/Accountant finalize all such books with the help
of accountant side version. That’s how client
no need to visit office
What about updates?
We at Actax, committed to
give you best, and hence constantly working on
improving functionalities and applications in
AccountExact and ClientExact. We serve you real
time updates, and even you can get such updates
by just a click whenever you want. In addition,
we update products with every relevant updates
in statutory rules and laws, as needed.
What is User Name and Password ? For
the Client, User Name and Password are as specified
by the CPA/Accountant at the time of the CPA/Accountant
creating the client companies profile with
Actax at “www.accountexact.com” web
site. The Clients can get it from their respective
CPAs/Accountants.
And if the client directly registered with
Actax at www.clientexact.com web site, the
User name and Password are specified by the
client at the time of entering the company
profile etc. He/she uses the entered user name
and password for downloading the product from
site and also work on the standalone application.
Can I Backup and Restore data ?
Yes, you can backup your data and restore it in package installed on other PC or at other location. You can even send such backup at any where through any medium.
Is it possible that more than one individual can work with different rights, on the same PC with the same package ?
Yes, we enables administrator to control activities of others through access rights functionality. Due to this it is possible that more than one individual can work on the same PC and on the same package with different activity rights. What is “Proxy Setup” ?
Before start working with program proxy setup is must. This is setting-up
of user’s proxy server address and proxy server port (i.e. IP address
and port as provided by internet service provider). It is require for smooth
working of upload-download functionality. You can set it from login screen
of AccountExact and ClientExact.
What is Submit and Download Company at login screen ? Submit
button allows you to start working with
program by login, while Download Company
enables you to download primary company
information from Actax’s server.
Download company process is only one time
process; exception to this is the Client
has to follow this process every time after
creation of new company within his/her
portfolio. For Submit action it is require
that at least once you had followed the
process of Download Company before that.
What if I Forgot password ? You
have two options; either you can click
on “Forgot Password” at login
screen of both the standalone packages
or at login screen on website.
How
do I register with Actax for ClientExact ?
It is just simple,
click the link “Register Now” from
the standalone application and click on
the link “client signup” at
www.clientexact.com web site and fill-up
the require information in form and submit
it. Here, Login Name and Password are case
sensitive, second thing you can’t
change User Name later on. As you complete
process, you are registered with Actax
Solutions and you can utilize this user
name and password for Actax’s products.
How
do I login at clientexact.com ?
Once you registered
with Actax Solutions for ClientExact,
go for login “Client Login” and
specify your login name and password.
If you are a CPA/Accountant, then go
for login “CPA Login” and
specify your login name and password.
Now, you can enjoy all fruitful facilities
offered by Actax for AccountExact and
ClientExact.
Is
ClientExact support e-file facility for returns
(Forms) ?
No, Client Exact will
not facilitate you to e-file your returns
(forms).
What is requirement for entering directly bill received from vendor ?
Before entering a bill
for vendor you have to create a vendor by
specifying details for new vendor in to “Vendor” screen
at Vendor Navigator. Further, you have to
create an Invoice Item (i.e. item description
of bill) before entering bill.
What
is requirement to create directly
Invoice for customer?
Before entering a bill for vendor you have to create a vendor by specifying
details for new vendor in to “Vendor” screen at Vendor Navigator.
Further, you have to create an Invoice Item (i.e. item description of bill)
before entering bill.
What is function of setup payroll ?
It helps
you in reducing your work. As a Client
you can do transfer the list of Pay Items
and Employee Template from the other company
within your portfolio. In any of these
options Client Exact only transfers the
basic list and not the real data.
How can I prepare paycheck for an employee ? If
you have entered all data required for
an employee like earning, deduction,
withholding, pay period, etc. then you
can create Paycheck for all such employees
from “Create Paycheck” screen
at Payroll Navigator.
What is file cabinet ?
File cabinet is a space
occupied by AccountExact or ClientExact on your
hard disk drive for saving all your memorized
reports. In addition, it also save returns prepared
for sales tax and state payroll forms, if you
choose option for that.
What is the difference between bill after item and bill with item ?
Bill after item is when
you have received material from vendor first
and later on you receives bill for that,
while bill with item is when you receives
material and bill for that at a time from
the vendor.
Can I manage rights of users ?
Yes, as an administrator
you can manage rights of every user for separate
modules and activities. Client Exact gives
you an option to set rights to work for each
user. This helps in avoiding access to restricted
data by an unauthorized user.
From where I get copy of AccountExact and ClientExact ?
You can download it from web site “ Download Products ” or
can ask us for a CD of Trail copy by contacting
us at our Contact address “ Contact Us ”.
What is downloading time for AccountExact and ClientExact ? It can vary from computer to computer depending upon hardware configuration and speed of internet, from few minutes to few hours. What is Templates ? A template helps you in avoiding repetitive work. You can create templates for employee category wise, for division wise, for department wise, for invoice style, etc. Later on by just assigning template you can avoid specifying all details for new employee, invoice, etc. | 
