Follow these simple steps to add Audit Firm;

  1. Go to Entities > General > Agents & Address
  2. Click New Agent button and a modal will appear on your screen.
  3. You will see Agent Type with a dropdown menu 'Please Select'. Click that. Choose Auditor.
  4. Then there will be another field appear below Agent Type dropdown list named Auditor.
  5. Click Select Option and start typing the name of the Auditor. It will search any Audit Firm that matches with your entry.
  6. Once it gets the correct result, you can click on the Audit Firm's name.
  7. Then click Add Agent button to add the Audit Firm to this Entity.