How to set up your firm profile

Before you start

Tabs 1 and 2 are mandatory. Nothing else works until these are done.

Tab 1 — Firm Details (mandatory)

1. Tick the Terms of Use checkbox — all fields are locked until you accept

2. Enter Business Name, Email, and Phone Number

3. Upload Firm Logo (JPG/PNG) and Client Terms of Engagement (PDF) — optional

4. Add branches if needed — click Add New Branch, enter name, location, contact details

5. Click Next Step

Tab 2 — Permissions and Users (mandatory)

1. Click Add User

2. Enter Full Name, Email, Role, Contact Number, Branch

3. Click Save — repeat for each team member

4. Use the Permissions panel to review what each role can access

Tab 3 — Questionnaire Management

Default questionnaires are ready for Companies, Trusts, Partnerships, Sole Traders, Individuals, and Lean. Add or reorder questions at a firm level, or customise per individual client.

Tab 4 — Workpaper Thresholds

Set dollar values or percentages per workpaper type. Default is $1. GST, Sales, and Wages use percentages. Ask your PSM for recommended starting values.

Tab 5 — Materiality Thresholds

Defaults: $20 transactional, $100 aggregate, $1,000 high-value. Set separately for GL and GST.

Tab 6 — Rules Builder

Create custom GL scrutiny rules. Define account codes, entity type, clients, conditions, and severity. Rules apply automatically across selected clients.

Tab 7 — Integrations

Connect Xero, IRD, and other data sources. See the Integrations collection for details.

Common mistakes

• Skipping Tab 1 acceptance — nothing works until Terms of Use are ticked.

• Setting workpaper thresholds too low creates excessive flags on every job.