Display and modify your firm's settings

To display your firm's Engagement Manager settings:
  • In Engagement Manager, select
    Setup
    , then
    Firm Settings
    .
The Firm Settings screen displays the following information:
  • Product Information
    : The current Engagement Manager version and your firm's Engagement Manager database ID.
  • Firm Information
    : Your firm's name as it appears in Engagement Manager. To change it, enter a new
    Firm name
    and select
    Save
    .
  • Document Management
    : The GoFileRoom database ID and drawer used to index Engagement Manager files. The Clients drawer is used by default.
  • External Integration
    : The external applications integrated with Engagement Manager. Mark the checkboxes for the applications you want to integrate.
    • Checkpoint Tools
    • SMART Practice Aids
    • Inflo
  • Tax Information
    : The tax applications integrated with Engagement Manager. Mark the checkboxes for the tax vendors you want to integrate.
    • UltraTax CS
    • GoSystem Tax RS
    • Lacerte Tax
    • ProSystem fx Tax
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