video1.0<iframe src="https://www.loom.com/embed/186a057e3c924e4bbf94f5a3e2aea50a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/186a057e3c924e4bbf94f5a3e2aea50a-00001.jpg1974.25In this video, I will guide you through the process of configuring reminders, setting up deadlines, and customizing fields in KPM's practice management system. I will show you how to edit company information, change fees, and input estimated hours. Additionally, I will demonstrate how to create reminders for staff members and clients, customize reminder emails, and create multiple reminders. I will also explain how to set up accounting periods and create deadlines at both the universal and client-specific levels. Finally, I will provide tips on customizing engagement letters, creating onboarding criteria, and using the AMR check feature.