Manage firm-level configuration. Changes take effect immediately.
Your display name, timezone, and notification preferences.
Open →Legal name, default tax year, locale and timezone.
Open →Timezone, fiscal year, billing email, feature flags.
Open →Enroll workstations running the Codename Bridge (Lacerte sync).
Open →Approve firm-level extractor patterns surfaced from preparer corrections (DEC-026).
Open →Invite preparers and partners; manage roles and pending invitations.
Open →Complexity score weights (α/β/γ/δ), HITL thresholds, and the required attestations registry.
Open →