Organization settings

Settings → Organization holds the rules that apply to everybody at the firm. Only a CPA or admin sees this tab; clients never do.

It has four sections.

General

The firm’s own details: its name — which is what clients see on the invitation and at the top of the portal — and the default CPA that new work is attributed to.

Changing the firm’s name changes it everywhere at once, including on invitations already sent but not yet accepted.

Documents

What may be uploaded and by whom:

• Maximum file size, 50 MB by default.
• Allowed file types, PDF, DOCX, XLSX, JPG, JPEG and PNG by default.
• Require approval for client uploads, which holds anything a client sends in a queue until somebody at the firm accepts it. See Document status and approvals.

Narrowing the file types after documents already exist does not remove anything already uploaded. It only refuses new uploads.

Document Type

The list of types a document can be filed under. This list is what your whole filing system is built on: it is what people choose from at upload and what you filter by afterwards.

Agree it with whoever does the filing, keep it short, and resist adding a type for every edge case. Twelve types that everyone uses correctly beat forty that nobody does.

Notifications

The firm’s notification defaults — which events raise alerts for people at the firm. Individuals can still adjust their own; see Notification preferences.

Editing

The organization screen is read-only until you press Edit, and changes are only kept when you press Save. Leaving the screen without saving discards them, which is deliberate: these settings affect everybody.