Turning on Client Integration

When you install Practice Solution, or another Sage program like Sage APA, Sage AP, or Sage Taxation, Client Integration will not be enabled. This is to make sure that you are comfortable with your new software before you begin sharing your client data.

Note: Sage 50 Accounts is used by Practice Solution for billing. This integration is available in Practice Solution after the billing system has been configured in Sage Practice Solution Control Panel.

---

To learn about connecting your Sage programs, please refer to the Sage Practice Solution help system.

1. Start Sage Practice Solution.
2. From the Help menu choose Contents. The Sage Practice Solution Help window appears.

3. On the Welcome to Sage Practice Solution help topic, click Connecting your Sage Programs (find this under the Getting Started heading).

4. Follow the instructions in the Connecting your Sage programs topic.