Settings
Manage your account and firm preferences.
Account
Profile
Update your personal information
Billing
Manage subscription and payments
Security
Password and two-factor authentication
Firm
Firm Details
Business name, address, and contact
Team
Invite and manage team members
Branding
Logo, colors, and document templates
Notifications
Preferences
Email and push notification settings
Email Templates
Customize automated emails
Integrations
Connected Apps
Xero, DocuSign, OneDrive, and more
Demo Mode
Settings are view-only in demo mode. Start your free trial to customize your experience.