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Firm Information Sheet Instructions Account # box (shaded) is a neveCPAonline™ account number. It will be assigned once the form is returned and processed. Top Table: Please fill in all the information regarding your firm. If a box does not apply, leave it blank. Middle Table: List the timekeeper names in your firm as they use them professionally, list up to 3 initial letters, their position in the firm, and their normal billing rate per hour. Third Table: (Optional) Firm Rate Tables are used to simplify in-processing of files. When you fill out a New File Request Form, you can list the Rate Table by number under Billing Rates section (#6-Other), rather than writing out all the positions and rates each time you open a new file. If neveCPAonline™ is placing your billing information in Timeslips billing software, you may list as many rate tables as you want (include additional sheets, if needed). If you have any special billing arrangements that you consistently use, and they are not easily listed on the New File Request Form, please let us know and we will be glad to work with you to create a smooth flow between our offices.
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