Determine KBA License Needed

To determine which specific license you are needing, you can do the following:


• Right click on the engagement binder in your local file room and select Properties in the drop down menu

• Once the Binder Properties box appears, select the Information tab at the top

• When in the Information tab, select Knowledge Coach Title(s) at the bottom left

• The applicable Knowledge Coach Title will appear at the top of this tab (such as Audits of Employee Benefit Tabs, Audits of Non-Profit Organizations, etc.)

• This is the specific license to request.


Please send email to help_desk@jrbt.com for any additional assistance.

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