Hi TanyaH ,

Thanks for reaching out with your question. It's great to see you're looking for the most efficient way to work with your new client's data in Sage 50 Accountant Edition. You have a couple of options:

1. Remote Data Access (RDA): This service allows you and your client to access the Sage 50 company data from anywhere Sage 50 is installed, with an active internet connection. It's not a hosted solution, but it enables cloud access to the data without the need for USB drives or VPN setups. For RDA, your client will need to upload their company data file to Remote Data Access and then invite you to access their file remotely. This option is ideal if you prefer real-time access and the ability to work simultaneously in multi-user mode with your client.

2. Accountant's Copy: This option allows your client to create a copy of their company data for you to make year-end entries or other adjustments. While you work on this accountant's copy, your client can continue with their regular operations on the original data file. Before creating an accountant's copy, it's recommended to back up the data. However, keep in mind that certain actions (like deleting or renumbering accounts) should be avoided by your client during this period to ensure smooth integration of your entries later.

Both options have their benefits, depending on your specific needs and workflow preferences. If you require real-time collaboration and access, Remote Data Access might be the better choice. If your work is more periodic or focused on year-end adjustments without needing simultaneous access, an Accountant's Copy could be more suitable.

Remember, your client must invite you to access their data via Remote Data Access, and you should ensure both of you are on the Sage 50 Cloud service plan for this feature. For creating an Accountant's Copy, ensure that both you and your client are using compatible versions of Sage 50, ideally the currently year version like 2024.

Hope this helps! If you have any more questions or need further assistance, feel free to ask.

Warm Regards,
Erzsi