Set up your firm

Enter basic firm information

Select
Setup
,
Firm Information
, then
Firm
.
On the
Main
tab, the application automatically enters the firm name and EIN or SSN based on your license. However, you can override this information as needed.
By default, the application enters address information from your license as a business address. You can enter additional addresses if needed. Select the down arrow next to the Business field and select a different address type. The field name changes based on the type you select.
note
You can customize the options in the dropdowns for some of the data entry fields in several of the set up screens (
Firm
,
Staff
,
Clients
,
Vendors
, and
Customers
). Custom dropdowns are indicated by a vertical green line by the dropdown arrow.
When you enter data in those fields and press
CTRL+S
, the application saves that entry to the dropdown and makes it available in other data-entry screens throughout the application.
The application includes an address verification feature, which verifies that the addresses you enter are accurate and valid.
Enter other applicable firm information.

Add logo and signature images

In the
Firm
screen, select the
Images
tab.
Select the ellipsis next to the logo or signature field you want to select the image for.
In the
Insert Image
window, select
Insert
, find the image file you want, then select
Open
.
If the image is acceptable, select
Done
.

Set firm preferences

Security Options
:
Enable firm security
: Mark this checkbox to require passwords when a firm database is opened. Otherwise, firm staff can open and access all areas in the application without using a password.
note
Enable firm security to use the Workpapers service for any client or to enable Accounting CS Client Access for any client.
Exit the application and then reopen it for the new setting to take effect to enable firm security.
Firm security can't be disabled after it has been enabled.
Enable Remember login information
: Mark this checkbox to display the
Remember login information
checkbox in the sign-in screen. This provides staff with the option to sign in from their own computers without re-entering their user ID and password each time they attempt to sign in. Leave the checkbox cleared to require staff to sign in each time they open the application.
Data Entry Confirmation
:
Select fields that require confirmation
: To specify that a data entry confirmation prompt be displayed when changes are made to certain types of fields within the application, select the ellipsis button. In the
Data Entry Confirmation Entries
screen, mark the checkbox for each field that requires re-entry for data confirmation, then select
OK
.
Prompt to generate liabilities for handwritten payroll checks in Enter Transactions
: Mark this checkbox to prompt that handwritten payroll checks have been entered during this session that haven’t had liabilities generated yet. You can choose to generate the liabilities from here, or do so later.
Employee Requirements
:
Require Hire date.
Mark this checkbox to confirm that the hire date is entered for the current employee prior to saving the employee record. A warning will flash next to the
Hire date
field in the
Personal
tab of the Employees screen when you attempt to save the employee record without entering a hire date.
Require Birth date if active retirement plan deduction
: Mark this checkbox to require that a birth date be entered for any employees a retirement plan deduction is set up for. This ensures that the application can increase contribution limits for retirement plans when appropriate.
Prompt when EIN/SSN is blank or Applied For
: Mark this checkbox to verify and prompt that a EIN/SSN hasn't been entered or has been set to
Applied For
prior to saving the employee record in the Employees screen.
Event Tracking
: Event tracking is enabled as the default setting to monitor specific activities that affect your firm database, which are recorded in the Events tab of the Firm screen. Mark the
Disable event tracking
checkbox to discontinue event monitoring.
Transaction Entry
: Select either Bank Account or Journal as the default data-entry method to use when entering data.
note
You can select a different data-entry method on a client-by-client basis on the
Enter Transactions
screen, and that selection then becomes the default method for that client.
Data Sharing
: Data sharing is enabled by default with other applications in the CS Professional Suite.
Enable data sharing
: Mark this checkbox to show the Data Sharing toolbar button and enable data sharing for the application.
Synchronize pending updates upon opening the application
: Mark this checkbox to allow the application to check for data sharing updates for all clients while the application is opening.