Firm Setup

Use Settings > Organization to prepare the firm information that appears across Assisterp. Work through the sections below in order before inviting your team into daily work.

Before you start

• Confirm your account can open Settings > Organization.
• If an Organization option is missing, see Permissions and Visibility.
• Keep this pass focused on the firm basics. Payment, template, and workflow setup should be reviewed separately before they are used with clients.

Open Organization settings

1. Sign in to Assisterp.
2. Select Settings from the left sidebar.
3. Select Organization.

The Organization area covers profile, addresses, branding, display preferences, business hours, and related setup. Start with the items below.

Update the firm profile

1. Open Profile.
2. Review the organization name, legal name, email, phone number, website, registration number, industry, and note.
3. Select Save.

The page refreshes after profile changes are saved.

Add firm addresses

1. Open Addresses.
2. Add or edit each address.
3. Mark the default address when needed.
4. Select Save on the address you changed.

Use Add More when the firm needs another address record.

Set branding

1. Open Branding & Logo.
2. Upload or review the firm Logo and Favicon Image.
3. Review the Color Theme.
4. Select Save.

Use Back to default only when you want to reset the branding values.

Set display preferences

1. Open Display Setting.
2. Review date format, time format, week start day, currency code, currency symbol, decimal separator, number of decimal places, and currency symbol position.
3. Turn Enable Attendance on only if the firm is ready to use attendance features.
4. Select Save.

Set business hours

1. Open Business Hours.
2. Select the firm’s time zone.
3. Enable the days the firm is open.
4. Set the start and end time for each enabled day.
5. Select Save.

Set service due-date offsets

1. Open Settings > Organization > Service Settings.
2. For each row labeled {service}(Gov. Due Date), choose the unit — Day, Week, or Month — and enter the value.
3. Select Save.

These offsets are used when Assisterp calculates service due dates downstream, so review them before the firm uses services with clients.

Set up branches (optional)

Administrators see Branches when the firm uses branch-level setup. Use branches when separate offices or teams need their own admins, addresses, display settings, or branding.

1. Open Branches from Organization.
2. Search, filter, sort, or open an existing branch.
3. In the action bar, select Add (the plus icon) to create a branch.
4. Enter the Branch Name, email, phone number, website, Branch Admin, Designation, Role And Permission, and description.
5. Select Add.

After a branch exists, its detail page can include Employee, Profile, Address, Display Settings, Branding & Logo, and Activity tabs.

Setup checklist

Confirm these basics before inviting the team:

• Profile information is accurate.
• Address records are complete and the default address is correct.
• Branding is ready for your team and customers to see.
• Display settings match how your firm wants dates, time, and currency to appear.
• Business hours and time zone are correct.
• Service due-date offsets are reviewed.
• Branches are set up if your firm uses them.

What to do next

Continue to Employees and Roles to add team members and assign access before they start working with clients.