For CPA Firms
Setting up your CPA office profile
Brand your firm, add your engagement-letter template, configure roles, and connect your stamp/signature.
6 min readUpdated 16 April 2026
Before you create your first engagement, finish the one-time CPA office setup. The settings here flow into every PDF, email, and report you produce, so investing 15 minutes now saves rework later.
Step 1 — Firm identity#
- 1Open
/{cpa-office}/dashboard/settings/profile. - 2Upload Logo (PNG/SVG, transparent, 512×512 minimum). Used on the report cover.
- 3Upload Stamp (PNG, transparent). Embedded on the partner sign-off page.
- 4Fill CR number, license, address (EN+AR), and partner emails.
Step 2 — Roles & permissions#
| Role | Can view | Can edit | Can sign |
|---|---|---|---|
| Partner | All engagements | Yes | Yes |
| Manager | Assigned engagements | Yes | No |
| Senior | Assigned engagements | Yes (own sections) | No |
| Staff | Assigned sections | Yes (data entry) | No |
| Reviewer (read-only) | Assigned engagements | No | No |
Step 3 — Templates#
- Engagement letter — DOCX with merge tags
{{client_name}} {{period_start}} {{period_end}} {{partner_name}}. - Cover letter to LCGPA — included automatically in the final PDF.
- Standard email signatures for clarification messages.
Re-use across engagements
Anything saved at the CPA office level is the default for every new engagement. You can still override per engagement when needed.