Firm Settings

Enable Province-Specific Settings

Canadian users designate their province and configure province-specific settings when starting their application trial. The region-specific accounting rules will automatically apply and can be disabled.

firm-settings/enable-province-specific-settings.htm#microcontent1
configure multi province settings (Canada)

If your firm practices in more than one province in Canada, you can enable per-matter province and tax settings. This allows you to override the firm selected province at matter level.

firm-settings/multi-province-settings-canada.htm#microcontent1
Trust Admin Fee (TAF) Settings (British Columbia)

Under Setup > Firm Settings > Regional, you can review or change the default settings for handling Trust Admin Fees (TAFs).

firm-settings/trust-admin-fee-taf-settings-british-columbia.htm#microcontent1
Transaction Levy Settings

Under Setup > Firm Settings > Regional, you can review or change the default settings for handling Transaction Levies.

firm-settings/transaction-levy-settings.htm#microcontent1