Firms Module

Screen Shot of Firm Screen

Key features of the Firms module:

  • Track firm information such as Federal ID, Billing information, etc.
  • Code fields to track firm type, organization, # of Employees, and Size.
  • View list of names and registrations associated with firm.
  • View list of courses the firm has contracted.
  • If using the optional Pocket Ledger module, identify firms as Vendors and view list of purchases from firm.
  • 6 user-defined fields that your organization can use to collect data specific to your organization (e.g. SIC code, etc.).