Firm screen

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Use the Firm screen to do the following:

  • enter basic identification and address/contact information for your firm
  • set up certain firm security options and other firm-level options
  • set up and monitor event tracking
  • set up custom fields

Choose Setup > Firm Information > Firm.

Tabbed pages in this screen

Main tab

Images tab

Preferences tab

Events tab

Custom Fields tab

Related topics

Entering basic firm information

Setting up firm preferences

Getting started with Workpapers CS

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