Note: Have your account administrator confirm your account is set up properly before you use the application.

Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

To access Firm Settings:

  1. From the toolbar, click your Profile icon.
  2. From the drop-down, select Setup.
  3. From the Setup left navigation, click Firm Settings.

The Firm Settings screen opens, displaying tabs atop the screen.

Firm Information Tab

Firm information prints on invoice headers and various system reports.

  • Confirm this information appears as you want it to appear on invoices and reports.
  • The Bookkeeper field is used as the signature line at the bottom of our cover page template, low retainer reminders, and online trust retainer payments.

Note: After making your changes, in the upper right corner, click Save.

Other Settings

Additional settings can be found on the following tabs: