FAQ

• How to Separate a Married Client After a Divorce
• How to Update an Individual Entity Client Name
• Client vs Contact: What is the Difference??

• Hot to Add a Contact to the Client Portal Without a Full SSN/Tax ID
• How to Enter an International Mobile Phone Number
• How to Manage Client Contacts After a Client’s Death
• How to Export and Print a List of Contacts (Including Emails and Birthdates)
• Why a Contact Name Update Is Not Reflected in the Client Name

• How to Track and Manage PTO in Firm360
• Why Timer Entries May Appear Incorrect

• Why You Cannot Select a Previous Project Status
• How to Add a Client Custom Field User Role to Project Assignments
• How Can I Set Up a Recurring Project That Recurs Every 2 Years, 3 Years, etc.?
• How to Create Semi-Monthly Payroll Projects
• If I am adding a project after January 1 how do I make the year reflect the previous tax year?
• What Is a Project and How Do Project Statuses Work?

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• Can I map Firm360 Documents as a virtual drive in Windows Explorer?
• What file types are supported in Firm360?
• Why does my document look distorted or illegible after using “Convert to PDF”?
• What is the File Size Limit to upload in Firm360?
• Can Clients Delete Documents from Their Portal?
• Can clients fill out editable PDF documents in their client portal?

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• Billing- Creating a Recurring Progress Bill
• Why can't I delete ACH or Credit card payments when integrated with Stripe?
• How can I add a 'Reimbursable expense'?
• How can I recover time marked never invoiced?
• I am trying to reconcile all my income types to the income that was paid for any time frame. How can I get this information from the reports in Firm360?
• How can I unapply a payment to an invoice so that I can apply it to another?

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• FAQ: Trouble Receiving Login Verification Codes for the Client Portal
• My client is locked out of their portal after several failed login attempts. How can I unlock their portal?
• Can the firm's client create their own password for the client portal?
• When my client tries to access their Firm360 client portal, they get a notice saying, "Website Not Secure." Why does this occur?

• How long does my login last in Firm360?
• How do I change my password in Firm360?
• Limited Access Users in Firm360

• How can I pull a report to show if a user worked overtime?
• Does Firm360 have a staff forecasting workload report?
• What is a Client Realization Report?

• How can I print organizers in batch from Ultratax?
• How best to verify client Information during tax season?
• How to resolve printing errors with Ultratax when on a server?
• How can you bulk record extensions on Tax Return Projects?
• How can I send a tax organizer to clients from within Firm360?

• My clients are not getting the RightSignature Verification Email. How can I help them?
• Can my Client Receive a Copy of their Signed Document from RightSignature?
• How can I update my mobile phone number or email address for my RightSignature account?
• How can I help our client troubleshoot passing the KBA questions in RightSignature?
• Client says they have signed the document, but it is not marked as completed nor in my Firm360. What is the issue?
• RightSignature - How do I add a passcode to a document when requesting a signature with RightSignature?

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• Can I Get a Local Copy of My Firm360 Data? (Backups & Document Downloads Explained)

• Firm Merger or Partner Change: How to Update Your Firm360 Account
• What Happens When I Add a User to My Firm360 Account?

• What is Firm360 Support Team's Platform Security Protocol?
• Is Firm360 PCI compliant?
• Our clients do not have to log in to the portal when they click on the view message button. Is this a secure?
• Is Firm360 Secure? Our Infrastructure & Compliance Explained
• Is Firm360 Down? How to Check Platform Status.

• Can I change the noreply email address in notifications from Firm360?
• How can I give staff bonuses based on referrals?
• How to Extend Your Filesync Token (UltraTax & Lacerte Users)
• Supported Browsers and System Requirements
• What are the fees charged by Stripe?
• Why am I not receiving Firm360 email notification?

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