CasewareDocs

Firm Information

In Financials, firm information is used in letters and other correspondence that is automatically generated as part of the financial statements. You provide this information in the EP7 - Firm information document, which is accessed from the CQ - Organization settings document.

The EP7 - Firm information document contains two sections:

  • Firm Information, in which you provide the firm name, address, and other contact information.
  • Signatures, in which you can specify whether the firm name or firm designation is to appear after the signature in reports.
Note: Your product may also give you the option to include partner signatures in reports.