Draftworx Cloud: Client Setup

Learn how to efficiently set up Draftworx Cloud for your clients to streamline your accounting and tax preparation processes.

Updated at April 8th, 2025

Navigating to your Client Setup

 
 

Quick Settings

 
 

Secretarial Information

 
 

Financial Years

 
 

Additional Disclosures

 
 

Contact Information

 
 

Firm Details

 
 

Layout Customisation

Print Detailed Line Options

 
 

Balance Sheet Format

 
 

Combining the Accounting Policies with Notes

 
 

Merging Admin and Distribution Costs into Other Expenses

 
 
 
 

Visual Customisation

Basic Visual Customisation

 
 

Signature Date Layout

 
 

Currency Symbol Location

 
 
 
 

Naming Conventions

 
 

Displaying Distributions in Trust+ Framework

 
 

 

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