What Is the Firm Details Page in Consultant Tools?

This page is available only to users who are associated with a Firm.

The Firm Details page provides an overall view of the Firm you work with in relation to the work done in ISP. 

At the top of the page where the firm name is, you’ll see information for which Party the firm is with, as well as the different Copy from account options. 

Below the name and info area at the top are several sections. 

Accounts: These are the various databases associated with the Firm. It will show you the Name of the database, the filing Agency, and if there is an amount due on the ISP invoice.

Tools: These Tools will automatically be added to any new account that gets created and associated with the Firm. 

Directory Listing: This section informs you of basic info regarding the Firm. It will tell you which Party it’s associated with, the various filing Agencies in the different accounts, if there’s a Firm logo, and more. 

Users: Any users showing in this section will automatically be added as new users to any new accounts that get opened and associated with this account. 

Imports: This section displays the Quick Import formats that have been added to the database. Standard default formats that come with the database will not show here.