Firm setup overview

Alerts and notices

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.

  1. Basic firm information (identification, address and contact information, additional contacts)
  2. Firm-level preferences (security preferences, data entry confirmation settings, enable/disable event tracking)
  3. Firm security (overview of firm security setup)
  4. Event tracking (method for monitoring all activities that occur within the firm database - optional)

See also

Getting started with Workpapers CS

Staff setup overview

Client setup overview

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