This first step ensures that your practice information is fully populated in order to customise the Engagement Letter templates to suit your Practice.

Add details about relevant individuals, such as insolvency practitioners or others responsible for your practice’s operations.

Answer questions related to the services you provide as a practice and the professional bodies your practice is associated with.

Specify details about your team, such as employed staff, subcontractors, and other operational elements.

Once you’ve completed the questions, click Finish to save your responses. You can return to these settings at any time by navigating to Practice Details in the Practice Settings menu. Here, you’ll also find the newly added fields for further edits or updates as needed.

The next step is to configure your T&C's and Privacy Policy preferences.