Objects

Client

Q

One firm customer may be represented by many clients because each client represents a unique taxable entity. The kinds of taxable entity are represented by client type. For example, some clients are organizations, such as corporations and partnerships. Other clients are people, such as individual and sole proprietor taxpayers.

ClientContact

Q

Are presented as a part of Client object.
Client contacts are people that are part of a client organization. For example, a corporation client might have a Chief Financial Officer to whom the firm will deliver a completed audit and an accounts payable clerk to which the firm will email invoices. Some firms do not use client contacts in CCH Axcess.