Click images to enlarge.
Update Firm Settings, Manage Personal & Preparer Details
Navigate to the Settings menu.
From the Features column, click Notifications to customize notifications and ensure your team receives relevant updates.
From the Firm column, click Logo, select your image, then click Save.
In the same section, click Personal information to update your name, email, password, email signatures, and calendar settings.
From the Personal column, click Preparer information to select or add the preparer information you wish to populate into forms.