Admin and Settings
- Firm Setup Help
- License Agreement and Contact Information for Finance Team
- How to Access or Change my Firm's Profile Information and Settings
- Access the Audit Log to View System Activity
- How to Define the Firm's Retention Policies for Data
- Overview of Office Accounts
- Collaborati: Tips for Firms
- How to Change the Default Billing Currency
- Timekeeper Merge for Office Profiles
- Troubleshooting: Unable to View All the Tabs in my Collaborati Account
- What Information Does a Client Need to Register Me as a Vendor
- Who to Contact When
- Tips for determining when to contact your Client or Collaborati Support.