Firm settings

Firm settings are the policies that apply to every member of your firm. Only administrators can change them; everyone else sees the result in their AI responses and the way the workspace behaves.

Where to find it

Open Settings → Admin Settings (avatar menu, bottom-left — visible only if you're an administrator). The Firm Settings Management panel is grouped into three sections.

AI Response Behavior

• Response tone — e.g. professional. Affects the voice TaxFigure uses in chat answers.
• Risk tolerance — conservative, moderate, or aggressive. Influences which deductions TaxFigure recommends and how it frames uncertainty.
• Citation depth — level of detail in tax code citations (use Preview to see an example).
• Confidence threshold — the minimum confidence level for AI responses (50–95%).
• Research depth default — quick lookup, standard, or comprehensive.

Tax Practice Parameters

• Primary jurisdiction — the tax jurisdictions your firm works in (e.g. Federal plus specific states).
• Tax year default — the default tax year for new queries.
• Industry specializations — industries the firm specializes in; used to weight research toward your practice areas.
• Citation style — how citations are displayed in responses (e.g. inline citations).

Compliance & Security

• Session timeout — how long a user can be idle before being signed out (15–120 minutes).
• Audit trail — tracks all settings changes. This is required for compliance and stays enabled.
• Export restrictions — who can export data from the platform.
• Data retention — how long user data is retained (90–730 days).

Apply changes

Click Save Changes at the bottom of the panel (or Reset to discard your edits). Most changes take effect immediately; a few (like session timeout) apply on each member's next sign-in.

Every change to firm settings is recorded in the audit trail along with the admin who made it and the timestamp.