How to adjust your plan to Include the NC Quarterly Review Feature

Overview: This article will walk you through the steps on how to add the NC Quarterly Review Feature to your Account. 

Step 1. On the Dashboard page select MISCELLANEOUS and Manage Firm Settings.

Step 2. On the Manage Firm Settings Page select Manage Billing.

Step 3. Under Plan selection it will give you the NC Tier Options. Select the NC Tier you wish to use and either monthly or annual billing. 

Step 4. Select Update Billing once. 

Step 5. To access the NC Quarterly Review Feature, on the Dashboard Select RECONCILIATIONS. The option to Perform Quarterly Review and View Quarterly Reviews will appear.