Firm Administration

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If you would like to add an additional firm administrator, please email Jackie Blake at

To manage a different branch of your firm, click here

Take advantage of these resources compiled to help firm administrators share best practices and stay up to date on the profession.


PCPS Tool of the Month
Debriefing after busy season provides not only a time for reflection on the previous season’s production, but identification of opportunities to improve firm processes for the year ahead. This year, consider integrating “Lean Six Sigma” consultative tools proven to make firms more effective. Read more in this edition of the PCPS IT Corner with Roman, and click here for additional insights. Click here to learn more about PCPS membership and resources.

For more information about resources and support for firm administrators, please contact Jackie Blake at (800) 264-7966 or