Firm Settings

The following firm settings are available for CCH iFirm Engagement:

• Engagement Types;

• Export Engagement List to Excel; and

• Firm Options.

To access these settings, the user must be logged in with the Default Administrator account.

Note: At this time only the Default Administrator can view Settings, but coming soon each function will have a firm-level permission allowing firm administrators to grant or deny staff members access to perform each function individually.