Administration

Add clients

Permission groups

Add account groupings for your firm

Manage account groupings for your firm

Add a new user

Deactivate a user

Add or edit user initials

Use security permissions to manage access

Use fund templates

Set up tax vendor integration

Rename a signoff type

Disable a signoff type

Display and modify your firm's settings

Use tax subcodes

Use notification rules

Enable or disable an engagement type

Delete users

Remove users from a permission group

Use Engagement Manager in Virtual Office CS

Email settings for firewall and spam filters

File locations

Upload file size guidelines

Manually register Microsoft files

Install Engagement Manager Add-ins

Global security configuration