Manage Your Company Profile

Open Settings

Dashboard → Account menu → Profile → Company profile

Start from Dashboard, open Account menu, then Profile, and select Company profile. On mobile, open the workspace menu first when the named menu is not visible.

Review legal and contact details

Review legal and contact details. Review the information shown before continuing to the next step.

Update tax information

Update tax information. Review the information shown before continuing to the next step.

Select a company-logo image

Select a company-logo image. Review the information shown before continuing to the next step.

Crop the logo in the upload dialog

Crop the logo in the upload dialog. Review the information shown before continuing to the next step.

Save the circular logo directly from the dialog

Save the circular logo directly from the dialog. Review the information shown before continuing to the next step.

Review the saved branding

Review the saved branding. Review the information shown before continuing to the next step.

Preview a client document

Preview a client document. Review the information shown before continuing to the next step.