Firm Settings

The following firm settings are available for CCH iFirm Engagement:

• Engagement Types

• Export Engagement List to Excel

• Firm Options.

Users can view the License Status within firm settings.

To access these options, the user must be in a Permission Policy where the Resource Group is set to Administrative Settings or Access to administrative settings firm wide. Additionally, a Role with individual Firm Settings permissions, such as Firm Options or License Status, must be selected. Failure to do so will prohibit user access to the Firm Settings.