Workpapers CS
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The first tasks to complete in the Workpapers CS application include entering information about your firm and setting up items your firm uses in processing data for your clients.
Note: If you are converting your information from another application, please refer to the Conversion topics.
We recommend setting up your firm information in the order listed below.
- Basic firm information (identification, address and contact information, additional contacts)
- Firm-level preferences (security preferences, data entry confirmation settings, enable/disable event tracking)
- Firm security (overview of firm security setup)
- Event tracking (method for monitoring all activities that occur within the firm database - optional)
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