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SmartEngagement
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CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Add a firm logo and letterhead

You can add your firm’s logo and letterhead in the firm template. Once you add the logo, it automatically replaces the logo placeholders in the deliverables. Once you add the letterhead, it automatically displays in the PDF copy (print copy) of the deliverables.

Note: To access the firm template, you need to have the Settings Admin role. For more information, see Built-in roles and Assign security roles.

To add a logo and letterhead in the firm template:

  1. Go to the Cloud menu (), select Settings () | <your product name> | Letterhead/Logo.

  2. At Letterhead, select the file upload box to browse and add your firm letterhead.

  3. You can also drag and drop the file.

  4. At Logo, select the file upload box to browse and add your firm logo.

  5. You can also drag and drop the file.

You can select REMOVE to remove the added logo or letterhead and upload another one.

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