Tax & Accounting Blog

Sample Client Templates Now Available in Accounting CS

CS Professional Suite Accounting & Auditing Solutions September 27, 2013

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The August 26 release of Accounting CS includes a variety of sample client templates that make it faster and easier to set up new clients. Sample client templates are available for a variety of common business types, including:

  • Accounting
  • Architecture
  • Construction
  • Consulting
  • Legal
  • Medical
  • Nonprofit
  • Restaurant
  • Retail
  • Service business

These client templates will install automatically when you install Accounting CS for the first time. You can also use them with an existing installation of Accounting CS by downloading them from the My Product download page on our website. Here’s how:

  1. Go to and log in.
  2. Choose Support on the menu bar.
  3. Click on Accounting CS version 2013.1.0.
  4. On the Step 2 screen, you will see the area for sample client templates.
  5. Download and extract the ZIP file.
  6. Choose File > Client Data Management Utility to restore the client templates into your Accounting CS database.

You’ll find more information about sample client templates in our Help & How-To Center.