Clients & Profits X uses an internet-based registration system to validate each software installation. The registration process take only seconds and helps the C&P Helpdesk know who’s using the Clients & Profits X software. Software registration is required to change your database’s agency information.

Software registration does two things: It registers your software with the C&P Helpdesk and activates the database with your installation of Clients & Profits X.

Software registration only needs to be run once for each database. Each workstation, however, will need to be activated the first time Clients & Profits X is used. The activation step process automatically installs the C&P X serial number, which controls multi-user access to your database.

You can use Clients & Profits X for multiple databases as long as they are used by the same people in the same location (as described in our license agreement). However, each database needs to be registered and activated from the Software Registration window.



Clients & Profits respects your privacy. No other information about your organization or your database is transmitted or stored. Your encrypted database information is used for software registration purposes only.

Activation updates your database’s organization name and address. It also installs your C&P serial number, which allows the database to be shared between many users. Your database must be registered before activation (see below). The activation process requires an internet connection. Anyone can activate a database.

Registration is a one-time procedure that’s required when you open a database for the first time. Once your registration details have been verified, you’ll be notified by e-mail to activate your database. Once activated, your organization name will appear on printed reports.

Activation updates your database’s organization name and address as well as installs your C&P X serial number, which allows your database to be shared between many users. Your database must be registered before activation. Any user can activate a database. The activation process requires an internet connection.

The activation process looks up your Clients & Profits X serial number, which controls how many users can share the database concurrently. So there’s no need to enter it manually.

You can update the database's agency information (i.e., organization name, address, system manager, etc.) any time by re-registering the database.



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