Firm Details is where the contact information, such as phone number and address, can be changed.
Follow the instructions below on how to change your Firm Details.
Solo Practitioners will also use this option to update their contact information.
At the Dashboard, click on the three horizontal lines at the top left side of the screen, then click Firm Details.
Note: Only Firm Admins can change Firm information.
The Firm Admin can now modify the Firm Name, Address and Phone Number. Click on Save when all changes have been made.
