Firm setup

Firm owners and administrators use Settings > Organization to configure core firm information before inviting staff members into daily work.

If an Organization option is hidden, see Permissions and Visibility. For a complete 5-phase onboarding roadmap, see the Firm owner onboarding guide.

Open Organization settings

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

The Organization section controls profile identity, office addresses, visual branding, regional display preferences, business operating hours, service due-date offsets, and multi-branch structures.

Update firm profile

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

Information saved here appears on invoice headers, engagement contracts, and client portal footers.

Add firm office addresses

1. Open Addresses.
2. Add or edit address records for your firm locations.
3. Mark your primary office location as the default address.
4. Select Save.

Select Add More if your firm operates multiple office locations.

Set branding and visual identity

1. Open Branding & Logo.
2. Upload your firm Logo (PNG or SVG) and Favicon Image.
3. Select your firm’s Color Theme.
4. Select Save.

Your firm logo renders on generated PDFs, client portal headers, and automated notification emails.

Set regional display preferences

1. Open Display Setting.
2. Review date format, time format, week start day, currency code, currency symbol, decimal separator, and decimal precision.
3. Turn Enable Attendance on if your firm plans to use staff attendance tracking.
4. Select Save.

Set business operating hours

1. Open Business Hours.
2. Select your firm’s primary time zone.
3. Enable your operating days (such as Monday through Friday).
4. Set daily opening and closing hours.
5. Select Save.

Business hours anchor SLA calculations and automated notification dispatch windows.

Set service due-date offsets

Government due-date offsets define filing deadlines relative to filing period end dates:

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

Assisterp uses these offset rules downstream when calculating period deadlines for generated workflow jobs.

Set up multi-branch offices (optional)

If your practice operates multiple branch offices, regional divisions, or distinct operating entities:

1. Open Branches under Organization.
2. Select Add (the plus icon).
3. Enter the Branch Name, email, phone number, website, Branch Admin, Designation, Role And Permission, and description.
4. Select Add.

Each branch office maintains isolated employee rosters, local address records, custom branding, and branch-level display settings while sharing global service templates.

Pre-launch setup checklist

Before inviting team members into daily work, verify:

• Legal profile details and registration numbers are correct.
• Office addresses are saved and a default primary address is selected.
• Firm logo and favicon are uploaded.
• Regional display settings (currency, date format, time zone) are verified.
• Business operating hours are configured.
• Government due-date offsets are set under Service Settings.
• Branch offices are created if your firm operates multiple locations.

Next steps

Proceed to Employees and Roles to define access permissions and invite your team.