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Changelog byAnnounceKit

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new
3 years ago

Compilation report signature

Hey there,

We have some awesome news! 👏 Now, you can insert your signature into a compilation report and modify text below the signature. 

If you have a small practice with a single owner you can automate the process by setting up a default signatory for your firm. Read our help guide

For a practice with multiple owners, the process is manual: a preparer can insert a signature on behalf of an owner directly in a compilation report. Don't worry we will automate it later as well. Read our help guide

All templates were updated to the new signature standard. You can modify the signature text to satisfy your practice requirements by creating your own report templates. Read our help guide

Please, let us know what you think 🧐