Set Up

Once implemented, you may want to do more than just use the standard templates, so we are here to help. Task Knowledge will assist your firm in ‘setting up’ the template to specifically meet your needs.

This process involves working through the detailed options available to you in the financial and/or audit templates and making those changes available to your users. Our team members will work with you to clarify your requirements, assist in modifying the template to accommodate your needs and guide you through the key decisions necessary for success.