Practice Management

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• Attach documents to an engagement file
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• Checklist components
• Add a checklist
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• Senior Accountant
• Accountant
• Staff
• Built-in roles
• Assign system-wide security roles
• Customize the title of the notes section in the financial statements
• Set up the print options in the financial statements
• Add a header or a footer
• Content Management
• Presentation and Formatting
• Create a private entity
• Create custom security roles
• Deny users and groups access to an entity
• Plan the engagement
• Start the engagement
• Complete the engagement setup procedures
• Access the product settings
• Customize the lockdown settings
• Assign components to items in your template
• Group properties
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