WEBVTT

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Click Settings to review the firm’s shared
configuration.

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General shows the firm details, current
plan, assistant access, and daily task

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digest preference.

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Use the tabs to reach rates, integrations,
templates, and team settings.

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Available controls depend on your role.

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Click Templates to review the file naming
pattern.

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The Rename template uses tokens for values
such as the taxpayer’s last name, first

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initial, year, and document type.

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Read the available tokens before changing a
pattern, then use the preview to test sample

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values.

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Click Generate preview with your sample
values entered.

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This example uses Jordan Lee, a T four
document, and Demo Employer.

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The resulting filename appears beside the
button.

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Check its order and readability before
saving any naming change.

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Generating a preview leaves the saved
pattern unchanged.

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Engagement letter templates appears below
the filename controls.

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The existing default shows merge fields for
the year and client name.

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Use this section to find the firm’s starting
letters, and review their text and merge

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fields before using them with a client.

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Click Document templates to review reusable
document request checklists.

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The page lists built-in and custom
templates, with their request counts.

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Choose a template that fits the service, or
create one with the documents your team

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needs for a repeatable review.

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Click New template and name it Quarter-end
review documents.

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Add a short template description.

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For the request, enter Quarter-end bank
statements, choose Bank Statement, and

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explain which accounts, period, and pages
the client should upload.

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Keep Required for completeness checked when
the file is necessary for this checklist.

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Click Create template after reviewing the
checklist.

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The saved Quarter-end review documents
template appears with a Custom badge and one

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document request.

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Use Add another request item before saving
when your checklist needs more documents.

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This example saves only the single required
bank-statement request.

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Click Customize with artificial intelligence
to open practice customization.

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Open the permission menu at the top right.

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Read-only proposes changes.

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Ask first lets you choose when to apply or
save a proposal.

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Auto-apply applies valid changes immediately
and is limited to owners and administrators.

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Click Read-only to discuss a possible change
without applying it.

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Confirm that the permission button now says
Read-only.

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Choose the mode that matches your intended
level of control before writing a request,

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especially when it concerns shared fields,
statuses, or workflows.

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Write a specific request.

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This example asks for a client field to
record Canada Revenue Agency authorization,

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including the field type and how staff would
use it.

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The prompt remains unsent here, so no
proposal or change has been generated.

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Return to the earlier lessons for the daily
workflows your team uses.