Display and modify your firm's settings
To display your firm's Engagement Manager settings:
- In Engagement Manager, selectSetup
, then Firm Settings.
note
You need to have Modify Firm Settings permission enabled to display and modify 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 newFirm nameand selectSave.
- 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
For internal use onlynoteGuided Assurancewon't be shown here for firms. It's only visible by a product consultant when signing into the firm's database using the Support account. - 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
