How can I add services to my Infinite client?

This offering is reserved for our legacy customers. If your firm has only ever subscribed for Infinite clients the following steps will not be available in your platform

To add services to your existing infinite client take the following steps:

1. Navigate to Client & User Management
2. Click the Clients tab
3. Select the Client you want to add services to
4. If not defaulted, click the Details tab
5. Click the Add Services button
   1. Platform only firm - it will take them to the Submit a Ticket form
   2. Hybrid firm - with open licenses for service - it will take them to the scoping tool
6. Click the Action button
7. Select the Add Services option
8. Update the Services tab to scope the services for this client
9. Navigate to the Company Information tab
10. Update the Client Type from Infinite to Bookkeeping
11. Update the required fields on Company Information tab
12. Once scoping is completed, click the Action button
13. Select the Deploy option