Settings

Company identity and tax profile

Keep the company identity and legal details ready for documents.

1 Min read

Update the legal name, trading name, address, registration, tax number, contact details, logo, timezone, and base currency. Review these values on a document preview before issuing anything. Restrict changes to authorized company administrators.

Related guides

4 Guides

Company profile and document settings

Maintain company identity, numbering, templates, and communication defaults.

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Users, permissions, and subscription limits

Control access while keeping the company within its enabled plan.

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Workspace security, two-factor authentication, and audit logs

Protect sensitive financial records with 2FA, session controls, and granular audit trails.

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Notification preferences

Control which operational notifications users receive.

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