Draftworx Desktop: Client Setup
Learn how to efficiently set up Draftworx Desktop for your clients to streamline your accounting and tax preparation processes.
Updated at March 13th, 2025
Draftworx Desktop: Navigating to the Client Setup
Draftworx Desktop: Navigating on the Client Setup
Draftworx Desktop: Client Setup- General Information
Draftworx Desktop: Client Setup- Nature of Business
Draftworx Desktop: Client Setup- Business, Registered, and Postal Address
Draftworx Desktop: Client Setup- Shareholders and Directors
Draftworx Desktop: Client Setup- Secretarial Information and Address
Draftworx Desktop: Client Setup- Financial Years
Draftworx Desktop: Client Setup- AFS Name
Draftworx Desktop: Client Setup- Additional Disclosures
Draftworx Desktop: Client Setup- Contact Information
Draftworx Desktop: Client Setup- Accountant / Audit Firm Details
Draftworx Desktop: Client Setup -Layout: Balance Sheet Format
Draftworx Desktop: Client Setup -Layout: Combining the Accounting Policies with Notes
Draftworx Desktop: Client Setup: Visual- Printing Detailed Lines on the Statement of Financial Position
Draftworx Desktop: Client Setup -Visual: Merging Admin and Distribution Costs into Other Expenses
Draftworx Desktop: Client Setup: Visual- Signature Date Settings
Draftworx Desktop: Client Setup: Visual- Currency Symbol Location
Draftworx Desktop: Client Setup: Visual- SOCI Presented by Function or Nature
Draftworx Desktop: Client Setup: Visual- Cashflow Type
Draftworx Desktop: Client Setup- Naming Conventions