ADDING YOUR FIRM TO THE CPA FIRM DIRECTORY Listing options: Basic (free) and enhanced You can choose one of two listing services: Basic (free): includes firm name, contact information, services offered, industry sectors served, language(s) spoken and location Enhanced: offers basic services plus priority placement in search results, an expanded profile, the inclusion of images and more Free trial: Enhanced listings are free until May 31st, 2017 Basic listings are always free. To promote the launch of the new CPA Firm Directory service, we are also offering free enhanced listings until May 31st, 2017. Activate this service by clicking Free Launch Trial on the Manage Firm Listing(s) page. Continue your enhanced listing after May 31st, 2017, by paying a small annual fee through the CPA Store. ACCESS YOUR FIRM LISTINGS Firms that were listed on the previous CPA Firm Directory or Need an Accountant websites If your firm participated in the legacy CPA Firm Directory or Need an Accountant websites, your information was migrated to the new CPA Firm Directory service within the CPA Canada website. The individual (called an administrator) who updated your firm’s listing on the previous website will be able to manage your listing as follows: Under the Members Area of the CPA Canada website, click on Manage Firm Listing(s) to update the firm’s details as described below under "Updating your basic or enhanced listing." If you have not already logged into the website, you will need to sign in using your email address password. This will be the same login credentials used under the legacy sites. Firms that were not listed on the previous CPA Firm Directory or Need an Accountant websites To add your firm to the CPA Firm Directory, you must assign one representative from your firm to be the administrator. As an administrator, you can follows these steps: Sign in (or create a new account) on the CPA Canada website using My Account. Under Members Area, click on Manage Firm Listing(s). Click the Register Firm link. At the prompt, enter your CPA Canada firm number and the postal code. Your firm’s will appear at the bottom of your firms listings. The firm name, address, phone and fax fields will be populated with information from CPA Canada’s database. If your firm has more than one location, repeat the process for each location. Once all locations have been added, click the Manage Firm Profile button next to a location of the firm to update the firm’s details as described below under "Updating your basic or enhanced listing." Allow up to two business days for your new listing to appear in the CPA Firm Directory. UPDATING YOUR BASIC OR ENHANCED LISTING Your firm name, address, phone and fax are populated with data from CPA Canada’s database and therefore can only be changed by contacting your provincial CPA body. This information will automatically be updated after CPA Canada receives the updated information from your CPA provincial body. Basic listing On the Manage Firm Listing(s) page, click Manage Firm Profile next to a location of your firm. Add your firm’s email address (optional), use the check boxes to select the industry sectors your firm services (required), the services your firm offers (required) and the languages your firm works in (required). After you have entered your data, click Save Draft and then click Preview Draft to review your listing. You can make further changes or click Publish to submit your changes. For instructions on copying information to multiple firm locations, see "Copying details from one location of your firm to another." Enhanced listing On the Manage Firm Listing(s) page, click Manage Firm Profile next to a location of your firm. Add basic information as noted above. Enter optional enhanced information: firm affiliation, a toll-free number, partner information, a link to your website, your logo, a detailed firm description, a slide show of up to 12 images and more. Only the items you choose to use will be displayed in your listing. After you have entered your data, click Save Draft and then click Preview Draft to review your listing. You can make further changes or click Publish to submit your changes. For instructions on copying information to multiple firm locations, see "Copying details from one location of your firm to another." Allow up to two hours for your changes to register. COPYING DETAILS FROM ONE LOCATION OF YOUR FIRM TO ANOTHER If your firm has multiple locations and you would like to copy information from one location to all other locations: Decide on a location to use as a source, ensuring details are complete and that you have published the information for that location. On the Manage Firm Listing(s) page, click Copy Profile Data and select the Source Firm that has the information you want to copy. Select the sections you would like to copy and then click copy firm profile. The selected sections will be copied to all other firms in your account. If you have an enhanced listing, you must click Manage Firm Profile next to each location that you copied information to and click publish to submit your change. NEED ADDITIONAL HELP OR SUPPORT? If you require assistance, please contact CPA Canada customer service at 1-866-427-1407 or firstname.lastname@example.org.